Operational Deployment: Driving Middle and Back Office Efficiency with Agentic AI in Alternative Investments
The workshop is designed exclusively for alternative investment leaders navigating the shift from AI experimentation to operational deployment across the Middle and Back office processes with the most inefficiencies.
The session focuses on where Agentic AI is actually delivering measurable impact across workflows like capital calls, LP reporting, valuation support, and middle- and back-office operations. Attendees will hear directly from buy-side operators and technology leaders about what it truly takes to operationalize AI in regulated environments from data readiness to control frameworks and execution reliability.
A live demonstration will showcase end-to-end Agentic AI driven Investment Suitability processing compressing review cycles from days to hours and improving consistency, auditability and alignment to regulatory expectations under FINRA 2111.
Speakers
Agenda
Arrival and Registration
Welcome and Opening Remarks
Keynote Presentation: “The Agentic AI Control Plane for Middle/Back Office Workflows”
Interactive Panel: “Pilot to Production: Lessons learned from practical experience deploying Agentic AI in Regulated Environments”
Q&A Session
Networking Break
Live Showcase: “Investment Suitability: End-to-End Agentified Process”
Summary & Q&A
Networking Reception
Intended audience
This workshop is designed for:
Why should you attend?
- Explore how firms are solving for manual, fragmented and audit-heavy Middle and Back office processes across investment suitability, capital calls, LP reporting and valuation support, while also maintaining compliance, control and consistency.
- Learn about the Pilot to Production pipeline covering data readiness, orchestration, and durable execution using AWS and Temporal.
- Connect with peers facing the same challenges.
- Engage in off-the-record executive dialogue.

