From Pilots to Practice: Applying AI in Asset & Wealth Management

Artificial intelligence is now embedded across many areas of asset and wealth management, yet most firms struggle to move from experimentation to consistent, organization-wide value creation. This webinar is designed to help investment professionals understand how AI is being applied in practice today, including where it is delivering tangible outcomes, where adoption commonly stalls, and how firms can approach implementation responsibly within regulated environments. The discussion will focus on practical use cases, operating-model considerations, and organizational alignment.

Learning Objectives: 

• Understand common types of AI used in asset and wealth management.
• Identify and prioritize AI use cases that create tangible value.
• Recognize the organizational requirements for scaling AI responsibly.

Wednesday, July 29, 2026| 12:00 – 1:15 pm ET

Moderator: 
Christina Viglietta, CFA, Vice President, Americas, MDOTM Ltd.

Speakers:

Matthew W. Luneburg, CFA, Sr. Research Analyst, Sands Capital

Leah Mullen, CIMA®, Head of Wealth Management Sales Enablement, Franklin Templeton.

Who should attend?

• Wealth Managers
• Portfolio Managers
• RIA Employees
• Investment & Research Analysts
• CFOs and Finance Executives overseeing technology strategy and AI adoption

Pricing

Early Bird Member Fee: $30 until July 24 | Member Fee $45

Early Bird Nonmember Fee: $60 until July 24 | Nonmember Fee: $75

Refund policy: You must cancel in writing to info@cfawashington.org by Monday, July 27 to receive a refund minus $15 administrative fee.

REGISTER NOW