WealthChat Presented by CGI CGI - Global Wealth and Capital Markets

In this episode Lubna speak with Jamie Read, CEO of BriteBirch Collective. They discuss the methods firms and individuals can employ to establish and maintain their brands in the current environment. They also speak about social media, VR, GenAI, data literacy, changing consumer behaviors, and marketing techniques large firms use. How can we protect our identities online? How effective are ads? How can we best leverage social media and technology? and how can we keep ourselves centered in an ever evolving technology driven world?

Lubna speaks with Murtaza Haider, professor at Toronto Metropolitan University. They speak about Gen AI; what it is and how it's currently impacting our everyday lives. Murtaza shares his thoughts on the risk of AI, and how it can be used to solve some of the big problems we're currently facing. AI Bias is a real problem, how can it effectively be eliminated? They also discuss the various ways in which AI can assist such as healthcare, onboarding, training, and allowing people to focus on meaningful tasks and activities. Do the AI pros outweigh the cons? How can we effectively leverage technology to create a better and more just world for everyone?

In this episode Lubna speaks with Jamie Holland, Senior Vice-President of Canada Industry Solutions at CGI. They discuss the major wealth trends for 2023, the Voice Of The Advisor survey, the launch of myAutoPlus, and Jamie's expectations for 2024. What does the future hold for digital assets? How will advisors adapt their business to the changing demographics, and how will women impact the industry? In 2023 AI dominated the conversations, the question now is; how will these discussions translate into actions?

In this episode Lubna speaks with Dan Richards, professor of marketing at University of Toronto, Rotman School of Management. They discuss effective strategies advisors utilize to establish trust with their clients, the new era of expectations being ushered in by tech firms, cases for GPT 3 & 4, results from our Voice of the Advisor Survey, and the impacts of financial wellness on advisors and clients.

In this episode Lubna speaks with Michael Simonetta, Chairman of Evolve ETFs. They discuss the trends impacting the ETF industry, how Evolve ETFs differentiate themselves, and decisions involved when launching new funds. Michael also speaks about his past experiences with start-ups, and what drives him to pursue new ventures. They also discuss Drive for Dreams, Michael's charitable foundation, and the importance of giving back. Michael talks about the importance of mentorship and how young professionals can establish themselves. Where is the financial industry headed? What are the benefits of being in the office? What's the future of bitcoin?

View Episodes - https://youtube.com/playlist?list=PLJ8nM0Tn1J4hQDuZgi-VCwcKwVmnEwBkM&feature=shared

In this episode Lubna speaks with Ebrahim Bagheri & Naimul Khan, both professors at Toronto Metropolitan University. They speak about AI language models, robots, VR, and the progress that's been made in a relatively short amount of time. They also discuss the implications of bias data being used to train language models and how the industry can improve the practices currently being employed. Ethics is an important topic of discussion when it comes to these types of technologies, Ebrahim leads a technology ethics lab and he shared his insights and best practices being taught to students. Naimul shared his insights when it comes to VR technologies and social media, and how we can effectively utilize these technologies. How can we ethically have technology advancements? What are the systematic issues that cause gender biases in search engine results and how can this be resolved? What is VR immersion and what are the consequences of it?