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GAIM Ops West
October 5 - 8 2025
Waldorf Astoria Monarch BeachDana Point, CA

Joyce Li
CEO and Chief AI Strategist at Averanda Partners
Speaker

Profile

Joyce Li, CFA, is the CEO and Chief AI Strategist at Averanda Partners, where she advises business leaders and board directors at the intersection of AI, finance, and governance. As portfolio manager for multi-billion dollar institutional strategies and co-founder of a long/short equity hedge fund, Joyce built and relied on operations infrastructure that had to perform under regulatory scrutiny and market stress. She built an AI-powered financial planning platform and now advises executives and boards on AI strategy, governance, and risk management. Joyce serves on the advisory board of OpenBB, an AI-powered investment research platform. She holds an MS in Computer Science from the University of Virginia and an MBA with Palmer Scholar distinction from Wharton, and speaks on AI governance at NACD, MFDF and other forums.

Agenda Sessions

  • AI Agents in Investment Operations: What Actually Works (And What Doesn't)

    10:15am