Exploring the Future of Wealth Management with Yvonne Kanner, Managing Partner and Co-founder of TRIA Capital Partners

In the AI Risk Reward podcast, our host, Alec Crawford (@alec06830), Founder and CEO of Artificial Intelligence Risk, Inc. aicrisk.com, interviews guests about balancing the risk and reward of Artificial Intelligence for you, your business, and society as a whole. Podcast production and sound engineering by Troutman Street Audio. You can find them on LinkedIn.

In this episode, Alec Crawford interviews Yvonne Kanner, Managing Partner and Co-founder of TRIA Capital Partners, about the future of wealth management and the impact of AI. Yvonne shares her journey from Mexico City to co-founding a venture capital firm, highlighting her experience with entrepreneurial ventures within Merrill Lynch. The discussion delves into the challenges and opportunities in wealth management, emphasizing the role of innovation and leadership in navigating industry changes. Yvonne expresses concerns about AI's ethical implications and the potential for certain populations to be left behind. The conversation concludes with advice for financial advisors on strategic AI adoption in wealth management.

Summary:

Yvonne's Journey: Yvonne Kanner shares her path from Mexico City to co-founding TRIA Capital Partners.

Wealth Management Evolution: The episode explores the changing landscape of wealth management and AI's role.

Leadership and Innovation: Emphasis on the importance of leadership and innovation in adapting to industry shifts.

AI Ethical Concerns: Yvonne discusses potential ethical issues and societal impacts of AI in finance.

Strategic AI Adoption: Advice for advisors on the importance of strategic planning and data management in AI implementation.

Companies/Organizations:

• TRIA Capital Partners
• Merrill Lynch
• Artificial Intelligence Risk, Inc.

Movies:

• Snow White and the Seven Dwarfs

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