Speakers
Jon O’Donnell
COO - Acuity Knowledge Partners
Chanakya Dissanayake
Managing Director, Head of Delivery Strategic Initiatives (Asset Management)
Arijit Mitra
Managing Director, Chief Digital Technology and Solutions Officer
Joe Campo
Director, Sales - North America
Theme and Topic
An exclusive roundtable on Generative & Agentic AI followed by a networking evening with asset management leaders to explore how AI is transforming investment decision-making, compliance, and operational strategy across the front office and middle office functions of the asset managers.
Key discussion point:
- What the current agentic AI landscape looks like (we can show all the Arijit showed us during the Beat strategy
- Pace of evolution in Agentic AI
- Challenges to adopting a successful AI strategy
- What you competitors can potentially have up and running in 6 months in front office functions and in the middle office (demo?)
- How do look at cost and scale with AI (Jon’s slide of including a leverage factor ?)
Agenda
- Registration & Networking
- 5 min – Welcome / opening remarks – Joe Campo
- Welcome Address: Context-setting on the role of AI in asset management. Objectives, format, and expected outcomes of the discussion
- 15 min – Keynote presentation – Jon O’Donnell
- 15 min – conducting the front office and middle office Agentic AI demos – Arijit Mitra
- Agentic AI portfolio pricing tool
- Agentic AI Earnings Season Monitor for Asset Managers
- 60 mins open discussion – Chanakya Dissanayake
Guided by the moderator, this interactive discussion will cover:
- AI-Powered Investment Strategies: How AI is transforming portfolio construction and decision-making.
- Risk, Compliance & Regulatory Landscape: Navigating governance, bias, and AI accountability.
- Human + AI Collaboration: How asset managers can leverage AI while retaining oversight.
- Future Outlook: What the next 3-5 years look like for AI-driven asset management.
- 45 min – Networking Reception
Why Attend
- Learn from your peers:Hear how leading asset managers are applying Agentic AI in front- and middle-office workflows.
- See real-world use cases: Discover how AI agents are driving research, reporting, and operational efficiency.
- Get practical takeaways: Walk away with insights you can apply immediately in your own front office and middle office functions.
- Explore future trends: Understand where Agentic AI is headed in asset management —and how to stay ahead.
- Expand your network: Connect with senior asset management professionals over cocktails in an exclusive setting.
Speaker Profiles
Jon O’Donnell
COO - Acuity Knowledge Partners
Jon is a proven business leader passionate about applying technology to business practices. At IBM, he led the Business & Technology Consulting and Cloud Consulting divisions, achieving significant market growth. He was also part of IBM Consulting’s Global Leadership Team, holding key positions in the UK, EMEA, and North America.
Jon has launched and led business units focused on AI and cloud platforms, driving market growth and innovation. He is known for his commercial acumen, client service passion, and positive leadership style. Jon holds a degree in mathematics and operational research from Southampton University and is CIMA-qualified.
Chanakya Dissanayake
Managing Director, Head of Delivery Strategic Initiatives (Asset Management)
As the Managing Director- Head of Delivery Strategic Initiatives, he will work with all Delivery segment and business unit heads to ensure the implementation of and continued development of growth strategies. He will collaborate with the Corporate Strategy and Corporate Development teams, and others across the firm. Chanakya will continue to be Head of Asset Management Group and will additionally manage the horizontal services. His responsibility areas include Financial Marketing Services, Investment Research, Investment Operations and Risk Services and DTS, and Compliance. He will also additionally oversee Consulting & Corporate Services.
Arijit Mitra
Managing Director, Chief Digital Technology and Solutions Officer
Arijit heads the Digital Products business at Acuity Knowledge Partners (Acuity) and plays a key role in shaping our digital products and solutions strategy, driving our digital solutions business to new heights, and leveraging cutting-edge technologies like artificial intelligence (AI) and machine learning (ML) to enhance our offerings.
Before joining Acuity, Arijit was the Director and Head of Machine Learning and Artificial Intelligence business at Pegasystems (Pega). He led the Pega teams to apply self-learning AI with a no-code approach to transform Pega’s market-leading CRM and Business Process Management products and make them top-ranked with analyst firms like Gartner and Forrester.
As a founding member and Head of Products at MeshLabs, he was the Chief Product Officer for the Data & AI engine/workbench. This was a cloud native engine that used data and AI to analyse large volumes of social data to generate insights on customer behaviour and respond to customer complaints. He sold the business to Pegasystems in 2014.
Before that, Arijit worked as a Data and AI engineer in NetApp and Oracle.
Outside of work, Arijit is an avid reader and enjoys subjects like western philosophy, history, physics and business strategy. He like traveling, especially to the serenity of Indian forest reserves.
Arijit holds a Bachelor’s in Technology Computer Science from PESIT.
Joe Campo
Director, Sales - North America
About Acuity Knowledge Partners
Acuity Knowledge Partners empowers asset managers globally with advanced AI/ML tools, bespoke research, analytics, and compliance support. Our proprietary BEAT platform helps firms enhance decision-making, improve productivity, and drive innovation across the investment lifecycle.
