TD Cowen Insights

← TD Cowen Insights24 sept · 14 min

Defining The Broker's Role With AI Near Its Soul: A Discussion With Oxbow Partners

Defining The Broker's Role With AI Near Its Soul: A Discussion With Oxbow Partners24 sept14 min

Recorded on 09/18/26

Oxbow Partners’ Manmeet Singh Bawa expects AI to automate brokers’ information processing and administration, shifting value to judgment, advocacy, negotiation, and strategic risk advice. Data-rich brokers and focused specialists should gain; undifferentiated mid-tier firms face pressure. The winning model: AI advises; humans decide—and remain accountable.