NYC breakfast brief. Compliance Meets Reality: AI in Asset Management
21st July 2026
Date: Tuesday, 22 September
Location: Michael’s New York (24 W 55th St, New York, NY 10019)
Time: 8.30 – 10.00 am
Register Your Attendance
Jointly hosted by Zeidler Group and Iron Road Partners, this executive breakfast brings together senior leaders from across the investment management industry to explore how firms are moving AI beyond experimentation and into day-to-day operations.
AI dominates industry headlines, but where is it actually delivering value? From legal and compliance to operations, distribution and investment teams, firms are increasingly adopting AI to improve efficiency, strengthen decision-making and support business growth. At the same time, implementing AI within a highly regulated environment presents unique challenges. Firms must balance innovation with effective governance, evolving regulatory expectations and appropriate human oversight while ensuring AI delivers meaningful value rather than unnecessary complexity.
Our panel will explore:
- Practical AI use cases being deployed across investment management today
- Where AI is delivering measurable efficiencies and where it is not
- Governance, controls and regulatory expectations for responsible AI adoption
- Lessons learned from firms implementing AI in practice
- The evolving role of human expertise and oversight as AI capabilities continue to develop
The discussion will be moderated by Laura V. Morrison, Independent Trustee of Rayliant Funds Trust, Director and Strategic Advisor to the Texas Stock Exchange, Emeritus Director and former Chair of the Board of Directors of Women in ETFs, and Founder of LVM Advisory LLC.
Our panel includes:
- Bruce Karpati, Partner, Global Chief Compliance Officer, KKR
- Scott G. Parkin, Head of US, Zeidler Group
- Igor Rozenblit, Managing Partner, Iron Road Partners
RSVP
Breakfast and networking from 8:30 am. Panel discussion begins promptly at 9:00 am. Places are limited to encourage a focused and interactive discussion. Advance registration is required, and all registrations are subject to approval by Zeidler Group and Iron Road Partners. Please note that we are unable to accommodate walk-in attendees.