Webinar Recording: AI Unleashed: Navigating the Future of AI and Finance

December 15, 2023

In less than a year, the new technological advance of generative AI has taken the planet by storm, with no shortage of hype about its potential to change how we work and forecasts for it to drive economic growth dramatically.

On Tuesday, December 12 at 12PM EST, GYL held a webinar to explore why there is so much excitement around generative AI in 2023, and the potential impact it may have on art, commerce, finance, how we work, and how we invest. GYL CEO and Co-Founder, Gerald B. Goldberg, JD, CIMA®, and Fairview Capital Partner, Alan Mattamana, shared valuable insights into:

  • What is generative AI, and where has it suddenly come from
  • Industries that have been, and will be, impacted by AI
  • AI & our relationship with China
  • Recent headlines – the drama at OpenAI
  • A financial perspective on how AI could impact portfolios and how we invest


Meet the Presenters

Gerry Goldberg, JD, CIMA®

Gerry Goldberg, JD, CIMA® is CEO and Co-Founder of GYL Financial Synergies, where he provides consulting services to corporations, municipalities, self-insurance funds, non-profit organizations, and high-net-worth private clients in areas that include investment policy, asset allocation, and investment management selection and oversight. He also advises clients on the structure and development of qualified retirement plans. Gerry lectures and authors articles on various investment-related topics, and has served as an adjunct professor in the MBA Program at the University of Hartford.

Before co-founding GYL Financial Synergies in 2016, Gerry worked for Wells Fargo Advisors and its predecessors for 18 years. He was formerly one of 75 members of the Senior Consulting Council, Wells Fargo Advisor’s elite senior consulting group. Prior to Wells Fargo Advisors, Gerry practiced law for six years, most recently with the Boston firm, Bingham, Dana, LLP, and is currently a member of the bar in New York and Connecticut (not currently practicing). From 2010–2016, Gerry was recognized six times by Barron’s as one of “The Top 1,200 Advisors” (formerly “The Top 1,000 Advisors”) in the nation. He was also recognized by Financial Times as being among the “Top 400 U.S. Advisors of 2014.”

Alan Mattamana

Alan Mattamana is a Partner at Fairview Capital and a member of its Investment Committee. He is involved in investment selection, deal execution and monitoring activities for Fairview’s venture capital and private equity direct co-investment and partnership portfolios. Mr. Mattamana represents Fairview on direct investments including Rallybio (NASDAQ: RLBY), eVariant (acquired by Healthgrades), Device42, Covr Financial, Inbox Health, and 365 Datacenters, and serves on a number of advisory boards of venture capital and private equity partnerships.

Prior to joining Fairview in 2009, Mr. Mattamana was a Principal with Polaris Venture Partners, a diversified venture capital firm. At Polaris, he focused on venture capital investments in the software, digital media, consumer, medical technology, and healthcare services sectors. He was involved in several successful investments including Q1 Labs, Archivas and Turbine Entertainment, and served as board observer to portfolio companies including Advion BioSciences and GI Dynamics. Previously, Mr. Mattamana was a strategy consultant at McKinsey & Co, where he served clients in the software, telecommunications and aerospace sectors in the firm’s Silicon Valley office. He also has prior experience at NASA, Goldman Sachs, and Neuberger Berman.