Ascentix Partners and SurgeONE.ai hosted the inaugural WealthLOGIQ dinner at the Harvard Club of New York, with WSR as the event’s official media partner.
The invitation only event brought together wealth management C-suite executives, enterprise decision makers and private capital providers to discuss AI and its impact on regulatory and compliance issues. Sid Yenamandra, Founder and CEO of SurgeONE.ai, shared his views to start a private conversation among attendees about how AI has been shaping their professional lives and work at their firms.
Larry Roth, Founder and Managing Partner of Ascentix and CEO of WSR, said, “Thank you to Sid Yenamandra and his team for sharing his invaluable insights on the current landscape, and to all the industry leaders who contributed to such rich, forward-thinking discussions. The energy and ideas exchanged reinforced why collaboration is essential as we navigate this technological revolution together.”
“We will continue to host WealthLOGIQ dinners in the future,” Roth continued. “They will always be carefully curated, invitation-only dinners where C-suite executives, enterprise decision-makers, and private capital providers can have meaningful conversations that drive real outcomes.”
“Witnessing the launch of WealthLOGIQ at the Harvard Club of New York last week reminded me why I love this industry – brilliant people coming together to solve complex challenges,” said Joseph Kuo, CEO and Founder of Haven Tower Group and Co-Founder and Managing Partner of Ascentix.
Kuo continued, “These intimate, curated discussions are exactly what our industry needs as we navigate unprecedented technological change. When leaders share openly about both opportunities and challenges, we all move forward faster.”
Julius Buchanan, Editor in Chief at Wealth Solutions Report, can be reached at julius.buchanan@wealthsolutionsreport.com.
