Podcasts

Risk or Reward? Observing an AI Future for Financial Institutions

Sep. 13, 2023

Guests: Akhil Lamba, Executive Managing Director and Head of Global Transaction Banking, TD Securities and Dan Bosman, Senior Vice President and Chief Information Officer, TD Securities and Treasury & Balance Sheet Management (TBSM)

Host: Amy Van Arnhem, Managing Director and Head of Canada Senior Relationship Management, TD Securities

Will AI shape the future of financial institutions? Listen as guests Akhil Lamba and Dan Bosman speak with host, Amy Van Arnhem about the evolving trends, such as predictive and generative AI, blockchain, and central bank digital currency, as we continue towards an increasingly digital landscape.

Listen to additional episodes for more perspectives from a variety of thought leaders on key themes influencing markets, industries and the global economy today.

This podcast was originally recorded on September 6, 2023.

Disclaimer

This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this recording was obtained from publicly available sources, has not been independently verified by TD Securities, may not be current, and TD Securities has no obligation to provide any updates or changes. All price references and market forecasts are as of the date of recording. The views and opinions expressed in this podcast are not necessarily those of TD Securities and may differ from the views and opinions of other departments or divisions of TD Securities and its affiliates. TD Securities is not providing any financial, economic, legal, accounting, or tax advice or recommendations in this podcast. The information contained in this podcast does not constitute investment advice or an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. Neither TD Securities nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

Akhil Lamba
Executive Managing Director and Head of Global Transaction Banking, TD Securities

Biography

Akhil is the Executive Managing Director and Head of Global Transaction Banking, leading the Corporate Cash Management, Financial Institutions, Global Trade Finance, and Export & Agency Finance businesses. Akhil connects clients to opportunities, extensive networks, and innovative solutions. He supports client global transaction banking needs using TD Securities’ strong, relationship-driven approach, backed by the strength and reliability of one of the world’s safest banks.

Dan Bosman
Senior Vice President and Chief Information Officer, TD Securities and Treasury & Balance Sheet Management (TBSM)

Biography

Dan Bosman is the Senior Vice President and Chief Information Officer for TD Securities and Treasury & Balance Sheet Management (TBSM), accountable for all global technology streams and delivering innovative and proactive technology solutions that support the broker-dealer’s business objectives and growth strategies. He has been instrumental in driving project delivery change with a shift to product ownership and agile practices. Through a focus on shared infrastructure, product delivery, developer experience and partnership with colleagues across TD Securities, his team has delivered an award-winning technology platform, and in 2017 he was recognized by IDG Computerworld as a Premier 100 Technology Leader.

Amy Van Arnhem
Managing Director and Head of Canada Senior Relationship Management, TD Securities

Biography

Amy is responsible for providing holistic cross product global coverage to senior executives for Canadian institutional clients. In her role she manages stakeholder relationships by promoting a collaborative and integrated approach across the firm. Joining our firm in 2001, Amy began her career at TD in the retail sector. In 2007, she joined the Sales and Trading rotational program at TD Securities where she gained exposure in Asset Securitization, Proprietary Equity, and Institutional Equities. In 2008, she joined the Institutional Equity Sales desk team where she covered Canadian equity clients.