AI Foundations 101 - Training Webinar

This 90 minute AI Foundations 101 webinar provides a practical introduction to artificial intelligence, helping delegates understand how AI works, where it adds value, and where its limitations lie. The session explores how AI is reshaping the investment management industry, alongside key risks, ethical considerations, and responsible use. Through real-world examples and guidance on using AI tools effectively, delegates will gain the confidence to apply AI in their day-to-day work while recognising the importance of human judgment

Key Objectives

• Explain what AI is, how it works, and where its limits lie
• Understand where AI adds real value in asset management and where human judgment remains essential
• Understand how to use AI tools more confidently, effectively and responsibly in your day-to-day work
• Understand how AI is reshaping the investment management industry, and what that means for your role

• Welcome and Overview
• What Actually is AI?
• Strengths, Limitations and Hallucinations
• How to Use AI Well
• Risks and Responsible Use
• AI in Asset Management
• Agentic AI
• Close - Q&A and Takeaway Resources

Kirstie Galloway UK Asset & Wealth Partner, NextWave Consulting

Kirstie Galloway is a senior financial services technology leader with over 25 years' experience, spanning C-suite roles at HSBC, Goldman Sachs Asset Management and JP Morgan across London, Tokyo and Hong Kong. She has since moved into consultancy, supporting the asset and wealth management sector in embracing and accelerating technology transformation in an industry where the landscape is evolving faster than ever.

Her institutional career gave her unusually broad exposure across the full financial services landscape, having led global technology teams supporting equity trading, front office, compliance, client onboarding, financial crime, sales, research and operational functions - giving her a depth of domain knowledge that informs everything she does today.

As UK Asset & Wealth Partner at NextWave Consulting- an award-winning consultancy specialising in AI-enabled transformation for financial services, built on the premise that strategy, the right specialists, and modern technology solutions must work together - Kirstie advises asset managers and wealth managers on technology strategy, operating model design, and how to think clearly and practically about AI. She is passionate about building genuine AI literacy across the sector, designing and delivering programmes for professionals across asset and wealth management, and is a founding Non-Executive Director of Comic Relief's Technology Advisory Group.

This webinar is aimed at professionals across investment and wealth management who are new to AI or looking to build their foundational understanding. It is particularly relevant for those interested in how AI is being applied within the industry, how it can support day-to-day tasks, and what its limitations and risks are. The session is suitable for a broad audience, including investment, risk, operations, and support functions, with no prior technical knowledge required.

£95.00 + VAT

Pay using a credit card online, or if you wish to be invoiced please email your full details to: Training@theia.org

PLEASE NOTE: Full payment for the course must be made prior to the course commencement date.

• Any cancellation must be made in writing.
• For all cancellation received 15-30 days prior to the course start date, 50% of the course fee is still payable.
• No refund is given for a cancellation made 14 days or less prior to the commencement of a course.
• Transferring from one course to another is treated as a cancellation.
• You can substitute one delegate for another at no additional cost. In this instance, please give two business days’ notice.