Stewarding the AI Transition
Governance, Innovation and Long-Term Value
Katrina Dudley
Public Market Investments SVP, AI & Sustainability Lead at Franklin Templeton
Maria Lettini
CEO at US SIF
Gregoire Hug
CEO & Founder of WeeFin🔎 AI has rapidly moved from experimentation to everyday business use. Asset owners, asset managers and companies are increasingly focused on how to capture its benefits while maintaining appropriate governance, managing risk and controlling costs. At the same time, the key question is shifting from who is adopting AI to who is using it in ways that create sustainable long-term value.
This roundtable will explore how AI is shaping decision-making and engagement across the investment ecosystem. We will discuss what effective AI governance looks like in practice, the lessons learned from early adoption, and how investors are assessing companies' approach to AI deployment and oversight.
The conversation will also examine how AI is changing stewardship itself, from the topics discussed in engagements to the tools investors use to analyse information and monitor risks. Looking ahead, we will consider how AI is likely to reshape both investment capabilities and investor expectations of the companies in which they invest.
Agenda
🥐 Doors open at 8 am for a networking breakfast
🔎 8:30 am - 9:15 am: Roundtable with industry leaders
Moderated by Maria Lettini, US SIF CEO, with industry experts:
- Katrina Dudley, SVP, AI & Sustainability Lead at Franklin Templeton
- Maria Lettini, CEO at US SIF
- Greg Hug, CEO & Founder of WeeFin
- Additional speakers to be announced
💬 9:15 am onwards: Informal conversations over breakfast & coffee
Register here
How to get to the event venue ?
Doors open from:
8 am with a networking breakfast
Venue:
Franklin Templeton
One Madison Avenue, New York, NY
10010, USA
Access:
Access the building via the main entrance, introduce yourself to the reception and they will point you towards the event space.
This event is designed for chief sustainability officers, responsible investing teams, engagement & stewardship teams, ESG teams, portfolio managers, compliance and risk professionals, and tech leaders within asset owners and asset management firms, and any financial institutions facing ESG data challenges and looking to structure and grow their sustainability processes.
No, this is a complimentary event for professionals in the financial sector. However, registration is required due to limited seating.
This event is designed as an in-person experience to facilitate meaningful discussions and networking. No virtual attendance option is available.
If you cannot RSVP on the above form, feel free to send an email at meline.gueguen@wee-fin.com
Maria Lettini
CEO at US SIF