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Episode 246 – Maximizing Investment Insights with Data: Leveraging AI for Smarter Decisions with Robert Huntsman

Episode 246 – Maximizing Investment Insights with Data: Leveraging AI for Smarter Decisions with Robert Huntsman

Power Your Advice

January 31, 202514m 54s

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Show Notes

Robert Huntsman is the Chief Data Officer at iCapital, a company dedicated to powering the world’s alternative investment marketplace.

In this episode, Doug and Robert explore the advancement of data management and solutions, highlighting the technology-driven tools transforming private market investing.

Also discussed:

  • Robert’s role at iCapital, focusing on optimizing data governance, analytics, and AI to improve private market investing.
  • How wealth advisors are seeking tools to analyze large datasets and make personalized investment recommendations, with iCapital leveraging AI and tools like Alts Decoded to support these needs.
  • iCapital prioritizing data privacy through encryption, strict governance, and evolving systems to meet changing regulatory requirements, especially around PII.
  • AI transforming private market investing by automating data extraction, streamlining processes like document reconciliation, and enabling faster, more accurate reporting.
  • The future of data solutions, combining AI and human expertise to handle increasing data complexity, ensuring scalability and efficiency in alternative investments.

 

Resources: iCapital

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