FII9 conference: Jenny Johnson on AI and private credit

Inspiring insights from CEO Jenny Johnson at #FII9 — highlighting how AI and private credit are reshaping the financial landscape. A great discussion on innovation, leadership, and the future of global finance.

Meeting note takers are the first wide scale application of artificial intelligence for financial advisors. I spoke with John L. Connell about what he's building at Focal, where the space is today, and what advisors can look forward to in the future. https://lnkd.in/ewuZgHBj

A new episode of The Business of Information arrives Tuesday, November 11. 🎤 Chris Mohr speaks with Maggie White of Cboe Global Markets about the human side of market data and the fast-evolving technology shaping today’s financial infrastructure. From her path into finance to the growing role of AI, mentorship, and service, Maggie offers a clear look at the people and values behind how markets operate. Stay tuned for the full conversation. Catch up on previous episodes now: https://lnkd.in/er3Z-s6C

Assured Guaranty’s Anton Aboukhalil, Sc.D. and Abhishek Lodha spoke last week at the Bond Buyer’s California Public Finance session on Technology Tools Amid AI Expansion, exploring how AI is transforming efficiency, transparency, and growth opportunities across the municipal market.

The 2025 issue of the BISA Portfolio magazine platforms perspectives from more than a dozen industry members and BISA leaders on topics including differentiation, artificial intelligence and behavioral finance. Hear from John Olerio in his article, What It Means to Be a Connected Advisor. Members can access the digital magazine today: https://lnkd.in/gD6ZSRGR

John Gee-Grant, Global Head of Client Solutions, recently spoke at the Institutional Investor CEO Roundtable, exploring the trends transforming the investment industry, from AI to geopolitics. Across a two-day event, the theme or rising investor expectations was revisited repeatedly. This reflects the findings of our recent Private Markets 700 research, which revealed institutional investors are looking for more from their private markets allocations than ever before, more risk management, higher returns and more sophisticated solutions.   You can read more on the findings here: https://lnkd.in/gMkkjtaD #PrivateMarkets700

Financial decision-making is not a guessing game — yet most financial analysis tools stop at spotting correlations without explaining why things happen, leaving professionals in the dark about the causes behind the numbers and offering little insights to make fully informed decisions. All that’s about to change. Our research team — Bhaskarjit Sarmah, Stefano Pasquali, Abhinav Arun, Alejandro M. — is advancing reliable AI-powered financial analysis with FinCARE: a hybrid framework that combines causal discovery algorithms, financial Knowledge Graphs from SEC filings, and the reasoning power of LLMs. The result? Not just smarter insights, but real predictive power—AI that doesn’t just crunch numbers, but reveals the causes behind them. In short, an approach that gives financial institutions full awareness and confidence to make decisions with clarity and foresight. Discover more: https://lnkd.in/ej8xdTeZ

Was in SF yesterday for the Partnership on Al's annual Partner Forum — great insights from the Trump Admin's former AI point-person Dean Ball, as well as Kip Wainscott, Nicol Turner Lee, Lilian P. Coral, and PAI's own Michael C. George. For those of us who've worked in emerging and highly regulated industries, sound policy isn't theoretical — it's central to how organizations earn trust and sustain long-term value.

The rapid proliferation of 'fake news', driven by social media and advancements in artificial intelligence, poses significant challenges for businesses and financial markets. Recent research led by Kelley accounting professor Betty (Yunchen) Liu highlights the increasing urgency of this issue. Learn more: https://bit.ly/47Dd6uN

What defines the top research firms in 2025? In a year of volatility, AI disruption, and rising client expectations, J.P. Morgan Bank of America, and Morgan Stanley led the way in Extel’s 54th annual All-America Research Team rankings. Their strategies highlight where the sell-side is heading next — human insight amplified by technology. Hear quotes from Michelle Teitsch Bryan Spillane Pedro Martins Jr. Read the full story and see how top analysts are evolving their craft: 🔗 https://lnkd.in/d3ddWYZz Evercore ISI, Research Division Jefferies