A panel at last week’s Family Wealth Report Family Office Fintech Forum 2025 explored how artificial intelligence (AI) is being used in risk management across the investment management industry, particularly within family offices. The session, titled “Risk Management Use Case for AI: The Already Here, The Possible and The Unlikely,” featured executives from three companies backed by venture capital firm Altari Ventures: Sindhu Joseph (CogniCor), Jeremy Sisselman (Bondway), and Charles Anselm (Osyte). The panel was moderated by Anna Garcia of Altari Ventures.
The discussion centered on how AI technologies are currently being deployed to address specific challenges in risk management, where the technology may expand in the near future, and the limitations that still remain.
Current Applications
Panelists emphasized that family offices face complex risk management challenges, particularly in areas such as liquidity planning, compliance, and market visibility.
Charles Anselm, CEO of Osyte, explained that managing liquidity risk across multi-asset portfolios—especially those including both liquid and illiquid investments—is a growing concern. Osyte uses AI to support liquidity forecasting and conversational interfaces, enabling chief investment officers to better anticipate cash flow needs, optimize capital calls, and manage exposures.
Sindhu Joseph, CEO of CogniCor, highlighted how AI can help family offices streamline workflows and enhance decision-making. Her firm focuses on adapting AI to existing tech infrastructures, allowing family offices to personalize operations without overhauling their systems. She pointed out that gaps in client understanding and documentation are significant risk factors that AI can help mitigate.
Jeremy Sisselman, founder of Bondway, addressed risk in the corporate bond market, a space traditionally limited by incomplete and delayed data. Bondway’s platform applies AI to deliver real-time analytics on bond pricing and liquidity, helping traders and portfolio managers improve visibility and avoid costly execution errors.
Future Developments and Limitations
The panel also explored the boundaries of current AI capabilities. While AI has proven effective in automating data analysis and improving transparency, panelists agreed that human judgment remains essential—especially in areas requiring emotional intelligence, context-based decisions, and regulatory interpretation.
Joseph warned that introducing AI tools without integration can contribute to further technology fragmentation. Anselm noted that while AI can support data-driven processes, it is not yet capable of replicating the nuanced decisions made by experienced investors. Sisselman added that AI tools are evolving rapidly, making adaptability a critical success factor.
Looking ahead, the panelists described how their companies plan to extend AI functionality. Osyte aims to enhance portfolio construction tools for private markets. CogniCor is working on unifying fragmented systems with an AI intelligence layer. Bondway is expanding into more advanced predictive modeling to support price discovery and liquidity forecasting.
Conclusion
The panel concluded that AI has the potential to significantly enhance how family offices manage risk, offering improved insight, automation, and efficiency. However, data quality, human oversight, and cohesive technology integration remain essential components for realizing AI’s full value in financial services.
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