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New energy, new era

This conversation with Julia Hermann, Global Market Strategist, New York Life Investments, takes us beyond the headlines and into the engine room of the AI revolution. As energy demands of AI data centers rival those of entire countries, we explore what powers AI and where that power will come from.

18 Jun 2025  |  13 min watch

This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.

Digitalization of portfolios

In this episode, Sandy Kaul, Head of Innovation at Franklin Templeton, discusses AI and its relationship to client portfolios. What happens when they merge and what impact will that have on the role of the financial advisor?

22 Apr 2025  |  13 min watch

This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.

DeepSeek

In this 7th episode of “The era of AI”, we have a conversation with Ankur Crawford, Executive VP and Portfolio Manager at Alger about DeepSeek. What is the cost of AI now that other AI machine are starting to emerge?

12 Mar 2025  |  17 min watch

This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.

Healthcare

In this 6th episode of “The era of AI”, we have a conversation with Agustin Mohedas, Portfolio Manager & Research Analyst at Janus Henderson about AI in healthcare. What does this AI revolution mean for medicine?

21 Dec 2024  |  17 min watch

This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.

Jobs

This is the 5th episode of the series, “The era of AI.” We have a conversation with Poorya Ferdowsi at Bristol Gate Capital Partners about how AI is impacting jobs. Could AI's productivity boost be exactly what we need?

27 Nov 2024  |  12 min watch

This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.

The power of energy

This is the 4th episode of the series, “The era of AI.” We have a conversation with Joe Wilson, Lead Portfolio Manager US Technology at JP Morgan about how AI is impacting everything energy touches. So, where are we going?

8 Nov 2024  |  16 min watch

This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.

Equities

This is the 3rd episode of the series, “The era of AI.” We have a conversation with Kevin Dennean, Equity Strategist, US Technology & Telecom at �鶹�� about how AI is impacting equities. In the evolution of AI, where in the line graph are we?

28 Oct 2024  |  11 min watch

The infrastructure

This is the 2nd episode of the series – “The era of AI.” We have a conversation with Dan Flax, Global Research for Neuberger Berman detailing transformations about the utilization of AI in the health and education sectors.

8 Oct 2024  |  14 min watch

This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.

The power sector

This is the 1st episode of a new series – “The era of AI.” We have a conversation with Brian Blongastainer from BNY about transformations in the power sector utilizing AI.

6 Sep 2024  |  10 min watch

This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.