Kathleen Servidea is the General Counsel and CCO at Gallatin Point Capital, a private investment firm that specializes in making opportunistic investments in financial institutions, services, and assets.

We can’t ignore the fact that AI is playing an increasing role in our day-to-day lives. But the question is, how do we do it properly?

So, I turned to Kathleen to get her insights on bringing AI in-house.  We cover a range of topics like how to develop an AI policy, how do we identify and assess the growing list of AI service providers.  Once selected, how does one perform proper legal and technical due diligence?

As an ops or legal professional, what can you do yourself, and when to bring in third-party vendor due diligence providers.

We also discuss the state of legal tech today and how things like ChatGPT and Perplexity AI can play a role in the fast-moving pace of investing in our highly regulated world.

This information provided is for general informational purposes only and should not be considered legal advice. For specific legal guidance, please consult your own legal counsel.