Artificial intelligence (AI) has emerged as a transformational force globally. While AI may not be new in data-driven, systematic investing, today’s more advanced AI techniques are unlocking new possibilities. Join industry professionals from Goldman Sachs Asset Management and Nationwide Financial for a discussion on the evolution and growth of AI, including:

• How AI technologies have evolved over time
• The economic impact of AI
• Forces driving the explosive public awareness and adoption of AI over the last year and a half
• Applications of AI within the investment management industry

*Eligible for one hour of CFA, CFP, CIMA or ChFC CE credit for live webinar attendees.

Speakers

Mark Hackett, CFA, CMT (Moderator)
Associate Vice President and Chief of Investment Research
Nationwide Financial

Mark Hackett is the Chief of Investment Research for Nationwide’s Investment Management Group, bringing more than 20 years of experience in the asset management industry to the role.

In this role, Mark is a leader for Nationwide’s capital markets analysis and thought leadership initiative. He is responsible for developing content to educate financial professionals and their clients on financial markets and implications for investors. Additionally, he develops asset class research, market commentary, white papers and topical market collateral. His strong skills and work have been featured in numerous financial publications and webinars, including CNBC, NY Times, Washington Post, ABC News, CNN Money, AP, BuzzFeed, IBD and Cheddar and others.

Mark refined his skills in the industry from his prior research roles and holds a FINRA Series 7 license. Before coming to Nationwide, he completed research for both Nuveen and Vanguard Group and also served as a Portfolio Manager for Nuveen.

Mark is a graduate from the University of Richmond, earning his BBA in finance and economics. He also holds Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations.

 

 

 

 

 

 

 

 

 

 

 

 

 

Chase Plancher
Market Strategist
Strategic Advisor Solutions
Goldman Sachs Asset Management

Chase is a market strategist within Strategic Advisory Solutions. He is responsible for analyzing macroeconomic trends and delivering market insights to assist clients in making informed investment decisions.

Prior to joining Goldman Sachs, Chase worked in the Basketball department of Creative Artists Agency (CAA), where he negotiated off-court endorsement deals for over 75 NBA players.

Chase earned a Bachelor of Arts in Public Policy and a Certificate in Innovation and Entrepreneurship from Duke University.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Sarah Rich
Lead Client Portfolio Manager
Quantitative Investment Strategies
Goldman Sachs Asset Management

Sarah is the Lead Client Portfolio Manager for U.S. Third-Party Wealth in Goldman Sachs Asset Management's Quantitative Investment Strategies (QIS) franchise. In this role, she drives client strategy for the business's broad suite of quantitative solutions. QIS offers a spectrum of strategies focused on generating alpha across asset classes, delivering efficient factor exposures, and providing investors access to alternative investments with attractive liquidity profiles.

Previously, Sarah was a Client Portfolio Manager in the Fundamental Equity business, focused on business strategy and client communications for the group's Thematic investment strategies, with specific expertise in technology, health care, and cleantech. Sarah joined the financial services industry in 2021 with over seven years of experience in international development, venture philanthropy, and corporate strategy consulting. From 2016 to 2018 she was Strategy Consultant to the Global Chief Technology Officer of the Johnson & Johnson Consumer Companies.

Sarah graduated from the University of California, Berkeley, Haas School of Business in 2021 with an MBA, and she holds an AB cum laude in History & Literature from Harvard University.