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CIBC Mellon Industry Perspectives
CIBC Mellon
72 episodes
6 days ago
CIBC Mellon Industry Perspectives is a podcast series that brings you developments in the Canadian securities industry, and potential investment servicing impacts facing CIBC Mellon clients and institutional investors active in the Canadian market.
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All content for CIBC Mellon Industry Perspectives is the property of CIBC Mellon and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
CIBC Mellon Industry Perspectives is a podcast series that brings you developments in the Canadian securities industry, and potential investment servicing impacts facing CIBC Mellon clients and institutional investors active in the Canadian market.
Show more...
Business News
News
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Episode 63 - ROI and Agentic AI feat. Accelex, Meradia, Silver Lead Tech & CIBC Mellon - AI Roundtable Roundup pt 1
CIBC Mellon Industry Perspectives
40 minutes 25 seconds
10 months ago
Episode 63 - ROI and Agentic AI feat. Accelex, Meradia, Silver Lead Tech & CIBC Mellon - AI Roundtable Roundup pt 1

This episode recaps a roundtable discussion hosted by CIBC Mellon, Accelex, and Meradia, featuring 30 senior leaders from Canadian pension plans, asset managers and insurance companies.   

Topics discussed include the state of the artificial intelligence industry, its potential impact on investment services, and concepts like return on intelligence (ROI) versus return on investment (ROI). The discussion also explores the significant opportunities AI offers organizations, the importance of preparing data and people for its adoption, the critical need for senior leadership engagement and support in advancing AI initiatives and more. 

Participants:

Dr. Brian Charles, Head of Silver Lead Technology Advisors & director of MIT's executive AI and business strategy course via 2U/edX Philip Mortimer, Chief Technology Officer, Accelex Brian Buzzelli, Head of Data Practice, Meradia Mike Plantinga, Vice President, Enterprise Security, CIBC Mellon Hosted by Brent Merriman, Vice President, Marketing and Strategic Insights, CIBC Mellon

Stay tuned for part 2. 

This presentation contains the presenter’s personal views and not those of CIBC Mellon or any other person. It may be considered advertising, and provides general information only and neither the presenter nor CIBC Mellon nor any other person are, by means of this presentation, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services.  This presentation is intended for general informational purposes only. It may not be regarded as comprehensive nor as a substitute for professional advice.  Before taking any particular course of action, contact your professional advisor to discuss these matters in the context of your particular circumstances.  Neither the presenter nor CIBC Mellon accept responsibility for any loss or damage occasioned by your reliance on information contained in this presentation.

 

©2025 CIBC Mellon. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY trade-marks, and is the corporate brand of CIBC Mellon Trust Company. None of CIBC Mellon Trust Company, CIBC, The Bank of New York Mellon Corporation and their affiliates make any representations or warranties as to its accuracy, currency or completeness, makes any commitment to update any information.  No part of the presentation is an offer or solicitation in respect of any particular strategy and may not be construed as such.  Services referred to may not be offered in all jurisdictions nor by all companies.

CIBC Mellon does not provide investment or asset management services. This presentation, either in whole or in part, must not be reproduced nor referred to without the express written permission of CIBC Mellon. Trademarks, service marks and logos belong to their respective owners.

CIBC Mellon Industry Perspectives
CIBC Mellon Industry Perspectives is a podcast series that brings you developments in the Canadian securities industry, and potential investment servicing impacts facing CIBC Mellon clients and institutional investors active in the Canadian market.