This panel during MFA Ops: Treasury & Finance 2026 will cover:

  • How are funds integrating AI into daily workflows and finance and treasury operations?
  • What does today’s AI vendor ecosystem offer? How should firms approach buy-versus-build decisions when it comes to AI adoption?
  • What AI capabilities should fund managers realistically expect from banking partners and service providers?
  • How are firms balancing the pressure to “use AI” with the challenge of demonstrating clear ROI?
  • AI readiness: Is your fund’s infrastructure, data strategy, controls, and team prepared for broad AI adoption?

Moderator:

Speakers:

  • Marcela Crossman, Senior Vice President, Global Head of Middle Office Services, Linedata
    Ed Han, Chief Financial Officer, Hudson Bay Capital Management
    Brandy Morris, Chief Financial Officer, AB CarVal

Time: 10:25-11 a.m. ET

Location: Convene 360 Madison, 360 Madison Ave, New York, NY 10017