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Proskauer partner Nathan Schuur explores the expanding role of artificial intelligence in investment firm operations beyond the investment process itself. The discussion addresses critical legal and practical considerations including privilege, accuracy, data security, books-and-records obligations, and Regulation S-P compliance. Schuur emphasizes that existing fiduciary and regulatory frameworks already govern AI use and advocates for thoughtful adoption and supervision of these emerging tools.
Proskauer partner Nathan Schuur joined AIMA’s Ask the Expert series to discuss the growing use of artificial intelligence in investment firm operations, particularly outside the investment process. The episode examines the legal and practical issues these tools raise, including privilege, accuracy, data security, books-and-records obligations and Regulation S-P. Nathan explains that existing fiduciary and regulatory frameworks already apply to AI use, and that firms should adopt and supervise these tools thoughtfully.
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