The Alt Funds Investment podcast explores those making investments in the alternative asset landscape, as well as the vendors who service these funds. We provide resources for emerging managers and insights for those in the alternative fund space.
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The Alt Funds Investment podcast explores those making investments in the alternative asset landscape, as well as the vendors who service these funds. We provide resources for emerging managers and insights for those in the alternative fund space.
#131 Yvonne Newlands, Trekka - Harnessing AI in Fund Admin
Alt Funds Network
33 minutes 37 seconds
1 week ago
#131 Yvonne Newlands, Trekka - Harnessing AI in Fund Admin
Background: Yvonne is Co-Founder and Managing Partner at Trekka, where she guides asset managers and fund services providers through AI transformation. With 15+ years of Big 4 consulting and hands-on AI implementation, she helps asset management organizations unlock both efficiency and growth.
Description:In this episode of the Alt Funds Podcast, hosts Skyler Steinke and Mike Schroeder sit down with Yvonne Newlands, co-founder and managing partner at Trekka.ai, to discuss the transformative power of AI in the asset management industry. They delve into Yvonne's extensive background in consulting and AI implementation, the unique challenges the industry faces with AI adoption, and specific use cases such as DDQs, personalized investor outreach, and position reconciliation. Yvonne also shares insights on building AI-first organizations, the importance of executive buy-in, and examples from her hands-on experience with AI workflows. Tune in to discover how AI can significantly enhance both efficiency and growth in asset management.
Alt Funds Network
The Alt Funds Investment podcast explores those making investments in the alternative asset landscape, as well as the vendors who service these funds. We provide resources for emerging managers and insights for those in the alternative fund space.
