Joyce Li, Cfa Email & Phone Number

Strategic advisor at the intersection of AI, finance, and governance. I help board directors and C-suite executives in creating strategic business value through AI innovation and proper governance oversight. With my institutional investing career spanning nearly two decades, I've been evaluating some companies' AI/ML capabilities and their returns on investments since 2015. This institutional research backdrop, combined with co-founding and advising AI fintech startups, gives me unique insights into successful AI implementation in finance. Today, I advise C-suite executives and boards on AI strategy and governance, focusing on ROI-driven implementation and robust oversight frameworks. I help CFOs make confident AI investment decisions through practical frameworks for evaluating AI solutions, measuring returns, and optimizing AI budgets. I translate complex financial data and AI concepts into compelling narratives that drive strategic decision-making. My insights reach business leaders through:* Athena Alliance AI Governance Playbook (co-author)* "AI Simplified for Leaders" newsletter* Regular speaking engagements at premier investment and finance innovation events * Articles, webinars and podcasts on AI strategy, governance and leadershipAs a qualified financial expert and frequent speaker on corporate governance, I bring deep understanding of regulated institutions and governance frameworks to board oversight. While my fund management background and knowledge of ETF and mutual fund regulations positions me uniquely for fund board roles, I help boards across different industries navigate technological transformation while maintaining strong governance.Education: MBA (Palmer Scholar, Wharton), MS Computer Science (University of Virginia), CFA charterholder (Since 2006), Certification in AI/ML (Stanford), M&A (Stanford), and Private Equity (Wharton).⚡ What energizes me: Investing, turning complex AI decisions into practical roadmaps, helping CFOs evaluate and optimize AI investments, evaluating ROI from AI investments, modernizing board governance for the AI era, building bridges between finance and technology, mentoring future women leaders.Recent speaking engagements: https://www.averanda-ai.com/speakings

Listed skills include Equities, Investments, Portfolio Management, Hedge Funds, and 17 others.