Kurtosys industry roundtable
Operational AI for investment managers: AI’s impact on your teams' operations and how it is changing clients' expectations
- Wednesday, 28 October 2026
- 7pm–10pm (post-event networking)
- Lincoln Steakhouse, JW Marriott Camelback Inn, Scottsdale
Event overview
Earlier this year, we held a client day where some of our leading investment management clients told us they were at an early stage with AI. Many were testing Microsoft Copilot and focused on individual productivity gains.
Six months on, the picture looks very different. Some firms are now building their own applications and automating entire workflows. Others are testing individual use cases, and a small number are still waiting for their security teams to give the green light.
For your teams, this could mean less time on manual checks and more time on the oversight, exceptions and controls that need human judgement. For your clients, it could mean faster reporting, a more tailored service and more time with their relationship managers. Getting there depends on having the right governance, skills and client trust in place.
We’re not the only ones seeing this shift. Cutter Associates, consultants and financial services publications are all reporting on the opportunity AI is creating.
During our panel, we’ll explore what this looks like in practice. Moderated by Patrick McKenna, Chief Commercial Officer at Kurtosys, the panel brings together Drew Bryant, CFA, Head of Performance & Reporting at Cutter Associates, alongside investment managers at different stages of AI adoption. We’ll talk openly about what’s working and what isn’t, how firms are managing home-grown tools, and what operational AI could mean for teams and clients over the next five years.
Reserve your seat
Limited capacity
Attendance for this event is limited to maintain a high-value discussion.
What to expect
discussion
Three-course dinner at Lincoln Steakhouse
networking
Speakers
Drew Bryant, CFA
Head of Performance & Reporting, Cutter Associates
Drew brings over a decade of investment management experience spanning performance and attribution, client reporting, portfolio analytics and trade operations. At Cutter Associates, he leads the Performance & Reporting practice, partnering with asset managers and owners to build scalable reporting and operational capabilities that support their evolving needs.
Patrick McKenna
Chief Commercial Officer, Kurtosys
Patrick McKenna is Chief Commercial Officer at Kurtosys, the platform investment managers use for client, digital and regulatory communications. A technical leader who has built the platform from the ground up, McKenna combines deep knowledge of how technology can improve operational efficiency within investment management firms.
McKenna joined Kurtosys in 2013 and has held senior roles across product, sales and commercial leadership, including Head of Product Management, Global Head of Sales and Product Management, and Chief Product Officer before his current role. Before Kurtosys, he was President of Cloudmetrx, where the business applied supercomputing and machine learning to portfolio valuation and risk for banks and hedge funds. He spent six years at PerTrac Financial Solutions, latterly as a Director running institutional allocator and fund manager relationships, and began his career as a software developer, building portfolio and order management technology for hedge funds and implementing trading and reporting systems across New York, Moscow, Tokyo and Sydney.
