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

[email protected] (Yvonne Newlands, Skyler Steinke, Mike Schroeder)

#131 Yvonne Newlands, Trekka - Harnessing AI in Fund Admin

OCT 31, 202533 MIN
Alt Funds Network

#131 Yvonne Newlands, Trekka - Harnessing AI in Fund Admin

OCT 31, 202533 MIN

Description

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Website: https://www.trekka.ai/

 

Timestamps:
00:00 Introduction and Initial Thoughts on AI in Fund Administration

01:42 Welcoming Yvonne Newlands to the Podcast

02:17 Yvonne's Background and Journey into AI

03:51 Challenges and Hesitations in AI Adoption

06:48 First Steps and Opportunities in AI Implementation

11:09 Specific AI Use Cases in Fund Administration

21:58 Addressing Concerns and Ensuring AI Reliability

25:34 Building Effective AI Workflows

32:58 Future Roadmap and Collaboration with Clients

36:02 Conclusion and Contact Information

 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.