In This Episode:
Listen in on this week’s episode, as host Denise Silber sits down with HBS MBA and world class entrepreneur, CEO Deborah Yang, to discuss the new world of finance in which GenAI-driven innovation helps us instantly visualize the characteristics of our investment portfolios as never before. Deborah Yang heads up Daizy, a revolutionary AI-powered platform for advisors and wealth firms.
As the recipients of the greatest wealth transfer of all time and key drivers of sustainability, Millennials and Gen Z will demand and command the integration of sustainability in their investing – And since Deborah Yang shares how Daizy answers the investor’s demands for personalized information that GenAI now makes possible, this is a can’t-miss conversation. The new access, via Daizy, to a more complete narrative of the investment portfolio than ever before (and ready to integrate new future criteria as they unfold), will help unlock untold value to investors everywhere.
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A Glimpse of What You’ll Learn
Why are millennials and Gen Z crucial in driving the adoption of new criteria such as sustainability in investing?
How can you use GenAI and yet access hallucination-free financial data?
What role does regulation play in the AI space?
How does Daizy highlight the ESG data of an investment portfolio?
How can a salaried person in a traditional business change course and become an entrepreneur with a highly innovative product?
What are the first indicators that a business idea has the potential to succeed?
How does an entrepreneur's belief system factor into the development of a business or a service?
RESOURCES MENTIONED IN THIS EPISODE
A seasoned veteran of the financial services industry, Deborah Yang is the CEO of Daizy, a beneficial AI communications platform for advisors and wealth firms.
A leading expert in the world of sustainable investing, Deborah Yang has served as the Global Head of ESG Index for MSCI and led many high growth franchises including factor indexes and regions including EMEA index and Asia over her 18 years at MSCI. A Harvard Business School MBA, Deborah Yang was named to Financial News 100 Most Influential Women in European finance for 6 consecutive years. She is also the Co-President of Women in ETFs EMEA.
Finally, Deborah Yang is a frequent conference speaker and interviewee in the leading financial and tech media