AI Application in Wealth Management - A Fireside Chat with Jeffrey Sacks and Phil Watson

Investment Management Club (IMC) and Data & AI Association are delighted to invite you to an engaging conversation on the future of wealth management and the transformative role of artificial intelligence.

The session will be hosted by Jeffrey Sacks, Chief Investment Strategist and Counsellor at Betteredge Capital. With a 37-year career in banking and finance, including 11 years as Head of Investments for EMEA at Citi Global Wealth, Jeffrey brings deep expertise and perspective. He is also an LBS alumnus (Class of 1987).

Our featured speaker is Phil Watson, CEO of LIGHTBOX Wealth. With over 25 years of financial experience, including two decades in senior leadership at Citi, Phil was instrumental in building the Global Investment Lab and served on Citi’s Global Investment Committee for more than 10 years. Recognized as a pioneer in wealth and AI adoption, he was awarded FT PWM Best Global Digital Leader in 2021.

Together, they will discuss AI applications in wealth and investment management, as well as Phil’s career journey from Citi to entrepreneurship.

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Co-hosted with: Data & AI Club

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