Victor S.Y. Lo, Senior Vice President, Data Science and Artificial Intelligence, Workplace Investing at Fidelity Investments
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Fidelity Investments

Speaker · CDO Vision Boston 2026

Victor S.Y. Lo

Senior Vice President, Data Science and Artificial Intelligence, Workplace Investing at Fidelity Investments

1Rooms joined
1Sessions on stage
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On their agenda

Priorities, mapped against profiled leaders

Source: 734 CIO Vision leader profiles with at least one priority theme, from 742 leaders in the series. Share of those leaders in each theme; leaders may have multiple themes. Yellow marks Victor's saved themes.

In the room

Boston, 26 Jun 2026

See the full Boston room
Boston room · 26 Jun 2026
Boston · 26 Jun 2026
Boston room · 26 Jun 2026
Boston · 26 Jun 2026
Boston room · 26 Jun 2026
On film

ET · Panel

Beyond the Business Case: When Does AI Investment Actually Pay Off?

Every senior leader is under pressure to show that AI spend translates to business value, but the path from investment to measurable outcomes is rarely linear. This panel brings together executives to share unfiltered perspectives on how they are defining, measuring, and communicating success for AI at the enterprise level, holding their organisations accountable to results, and making the tough call on when to double down, pivot, or walk away. From navigating board expectations and financial scrutiny to recalibrating strategy when pilots don't deliver, panelists will discuss what it genuinely takes to turn AI ambition into sustained competitive advantage. This is not a conversation about technology. It is about leadership, accountability, and the strategic choices that separate AI leaders from AI laggards

Working on now

About

<p><span style="background-color: transparent; color: rgb(34, 34, 34);">Victor S.Y. Lo is a seasoned Data Science/AI, Marketing, Risk, and Finance leader with over three decades of extensive consulting and corporate experience employing data-driven solutions in a wide spectrum of business areas</span><strong style="background-color: transparent; color: rgb(34, 34, 34);"> </strong><span style="background-color: transparent; color: rgb(34, 34, 34);">including Customer Relationship Management, Market Research, Advertising Strategy, Risk Management, Financial Econometrics, Insurance, Product Development, Transportation, Healthcare, Operations Management, and Human Resources. He is a pioneer of uplift modeling, a subfield of data science.</span><strong style="background-color: transparent; color: rgb(34, 34, 34);"> </strong><span style="background-color: transparent; color: rgb(34, 34, 34);">He is currently SVP, AI Ethics Leader at Fidelity Investments and previously managed advanced analytics/data science teams in multiple business units at Fidelity and was VP &amp; Manager of Modeling and Analysis at FleetBoston Financial (now Bank of America), and Senior Associate at Mercer Management Consulting (now Oliver Wyman).</span></p><p><br></p><p>For academic &amp; industry services, Victor has served as an elected board member of the National Institute of Statistical Sciences (NISS) and is currently on the editorial board of three academic journals including Harvard Data Science Review (HDSR) and Frontiers in A.I. as well an executive-in-residence at Bentley University. Victor earned a master of science in Operational Research from Lancaster University and a PhD in Statistics from the University of Hong Kong and was a Postdoctoral Fellow in Management Science at the University of British Columbia. He has co-authored a graduate-level econometrics book and a more recent data science textbook titled “<a href="https://www.amazon.com/Cause-Effect-Business-Analytics-Computer/dp/1482216477/ref=sr_1_1?crid=1DM16QQEIQZO7&amp;dib=eyJ2IjoiMSJ9.Ya0150jWK2cMi8tSpVuOz2ACjCB8dWu1ammw3felCWxmuuH0o7EgRNxkPvdDTnKYy0UA-zM4Ki9k9iL_xpN2dA.AtjGxnTeooGCLy6xIr7gl2thxP7i0hYvtQzmlkqmwLc&amp;dib_tag=se&amp;keywords=cause+and+effect+business+analytics+and+data+science&amp;nsdOptOutParam=true&amp;qid=1768859351&amp;sprefix=cause+and+effect+business%2Caps%2C146&amp;sr=8-1" rel="noopener noreferrer" target="_blank" style="color: rgb(17, 85, 204);"><strong>Cause-and-Effect Business Analytics &amp; Data Science</strong></a>,” and published numerous articles in the Data Mining, Marketing, Statistics, Management Science, and AI Ethics literature.</p>

Summarised from public LinkedIn activity ·

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