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Summary
Sameness has a cost in a competitive deal process, and AI is quietly adding to it. So what actually separates the deal teams that pull ahead?
AI needs two kinds of grounding: accuracy from verified data, and judgment from a firm's own methodology and analytical rigor. The first makes AI output safe to present to a client, but the second is what differentiates the best deal teams.
Samir Dutta (CEO, Farsight) and Michelle Veloce (Head of Sell-Side, Editorial and Insights, S&P Global Market Intelligence) unpack both kinds of grounding with real examples from deal work, and discuss how AI is reshaping the way finance professionals research, analyze, and decide.
Moderator
S&P Global Market Intelligence
Luke Armstrong
Head of Revenue Go-To-Market & Solution Architecture
Luke Armstrong is Head of Strategic Commercial Initiatives at S&P Global Market Intelligence, responsible for advancing priority growth opportunities and connecting commercial strategy with go-to-market execution. He leads the commercialisation of S&P Global’s AI capabilities and drives client adoption through enterprise solution architecture for complex workflows. Luke brings more than a decade of experience spanning financial risk management, product development, business development, plus previous leadership roles in Financial Risk Analytics. Before joining S&P Global, he held risk management positions at CQS and BlueBay Asset Management. Luke holds a first-class BEng in Aerospace Engineering from the University of Southampton.
Speakers
S&P Global Market Intelligence
Michelle Veloce
Head of Sell-Side, Editorial and Insights in the Data & Research
Michelle Veloce is Head of Sell-Side, Editorial and Insights in the Data & Research business unit at S&P Global Market Intelligence.
She leads the strategic direction and implementation of initiatives that support the execution of revenue growth and client retention strategies for the Sell-Side client segment, collectively, a business that represents a third of the business unit revenues. She is also responsible for the Market Intelligence Editorial and Research teams, a global team responsible for proprietary insights available in Capital IQ Pro.
Michelle is known as a results-driven leader who is collaborative and an effective communicator. She also brings a focused and disciplined approach to product management and go-to-market that ensure the firm’s continued leadership in the market.
Prior to this role, Michelle held business development responsibilities for the Capital IQ platforms, product management responsibilities for the Investment Banking & Private Equity segments and for the company’s Markets & Deals product line of SNL, where she drove the growth and retention of revenue of its core businesses: Financial Institutions, Energy, Real Estate, Media & Communications, and Metals & Mining.
Michelle has a BA in Business Administration and Psychology from Franklin & Marshall College, Lancaster, Pennsylvania. She is based in New York City, USA.
Farsight
Samir Dutta
Co-Founder and CEO
Samir Dutta is Co-Founder and CEO of Farsight, a technology company building AI applications for financial services that help firms turn institutional knowledge and judgment into scalable, repeatable workflows.
Samir’s background spans investment banking, technology investing, and software engineering. Prior to founding Farsight in 2023, he was a growth equity investor on General Atlantic’s Technology Investments Team and previously spent three years at Evercore as an investment banking analyst in the M&A Group. Earlier in his career, Samir worked in software engineering at Yelp and co-founded WeHear, a technology startup. At Farsight, he is focused on helping financial professionals move beyond using AI simply to access information and instead incorporate their own methodologies, analytical rigor, and institutional knowledge into AI-powered workflows.
Questions?
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