Recorded live at our November 2024 Virtual Tech & Ops Conference, this panel delves into how digitization is transforming life for family offices and UHNW advisors. The discussion covers AI's role in private investment access and management, and how technology is reshaping the future of fund structures versus direct investments.
The panel was moderated by Danielle Roseman, MD, Co-Head at Lazard Family Office Services. Daniells panelists were:
Joe Larizza, MD, Data Solutions, iCapital
John Jennings, President & Chief Strategist, St. Louis Trust & Family Office
Paul Williams, SVP, Product Lead for Alternative Fund Services, Northern Trust
Full Episode is available on our members podcast: Listen Here
