Practical Applications of AI and Machine Learning in Investment Management
October 24, 2023: 3:00 pm – 7:00 pm In Person
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Practical Applications of AI and Machine Learning in Investment Management
More than a third of CFA Charterholders surveyed believe their role will be substantially different in five to ten years, disrupted by new analytical methods, including AI and machine learning. Are you taking action? In this session, expert practitioners will cover the application of AI/ML in everyday investment management workflows. The agenda is designed for practitioners from research to portfolio managers to executives to gain practical experience in deploying AI and machine learning.
Date: Tuesday, October 24, 2023
Time: 3:00 – 5:30 PM CST | Reception 5:30 – 7:00 PM
Cost: Free for everyone | Online
Agenda
Session 1
Application of Data Science in Investment Management Workflow to Improve Operational Efficiency
- Speakers: Mehrzad Mahdavi, PhD & Cordell Tanny, CFA, FRM, FDP
Session 2
Use Cases of Large Language Models (LLMs) in Investment Management
Demo of Use Case
- Speakers: Mehrzad Mahdavi, PhD & Lucas Bunting, CFA
Session 3
Panel: Practical Approach for Digital Transformation with AI Tools
- Speakers: Mehrzad Mahdavi, PhD, Cordell Tanny, CFA, FRM, FDP, & Lucas Bunting, CFA
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