Last week, Jefferies Data and U.S. Research hosted a summit on Practical AI Views for Buy-Side Decision Making, where guest experts—from AI platform leaders to buy-side CTOs—explored AI’s role in investment decision-making, including: 1. Buy vs. build 2. Data infrastructure and governance 3. The rise of digital agents and workforce transformation Key takeaways: Treat AI as a composable, evolving capability. Leading adopters succeed by prioritizing data hygiene, semantics, agentic workflow depth, and governed connectivity. Firms that train senior talent to manage AI agents alongside human teams raise their decision quotient. AlphaSense Hebbia Rogo Boston Consulting Group (BCG) BCG on Financial Institutions Microsoft Databricks Bloomberg M Science Samaya AI Greenland Capital Management LP Nan Xiao WCM Investment Management Aiera Pascal Belaud Barry Dauber Rahul Rekhi Shawn Edwards Daniel Wheller Roy Choudhury
