GenAI in Action: Networking and Insights for the Future
Join us for an evening of networking and engaging conversation at the CFA Society Hartford event! We’ll feature a brief but insightful discussion on the applications of Generative AI within financial industry. Our featured speaker, Patrick Chase, will explore how AI is changing the industry, improving decision-making, and streamlining operations. Whether you’re curious about the latest trends or how AI might impact your work, this is a great opportunity to connect with peers, learn something new, and get fresh perspectives on the future of finance. Don’t miss out—grab a drink and amazing appetizers and come ready to network!
REGISTER TO ATTEND
Cost to Attend
CFA Society Members attend for FREE. Add a guest for $10.00
Students & CFA Candidates $10.00
Non-Members may attend for $30 per person
VENUE
Hartford Flavor Company | Craft Distillery & Cocktail Parlour
The venue features a private full bar, private event space, and a tasting bar. The Parlour offers an innovative cocktail list highlighting Wild Moon liqueurs and spirits, alongside a farm-to-table menu that incorporates some of the products into various dishes. Prepare to be impressed!
GenAI in Action: Insights for the Future
FACILITATOR
Patrick Chase, CIPM, PMP, is a Partner at Fiducient Advisors, where he plays a key role in driving the firm’s strategic initiatives and operational excellence. With extensive experience in investment performance and project management, Patrick is focused on leveraging cutting-edge technologies, including Artificial Intelligence (AI), to enhance decision-making, optimize processes, and deliver innovative solutions for clients in the investment consulting space.
Patrick’s experience spans the integration of advanced data analytics, AI-driven tools, and machine learning to improve portfolio management, risk analysis, and client reporting. Through his forward-thinking approach, he works closely with teams to explore AI applications that can transform financial practices, streamline workflows, and drive better investment outcomes for clients.
In addition to his technical expertise, Patrick holds the Certificate in Investment Performance Measurement™ and the Project Management Professional™ certification. He is passionate about staying at the forefront of industry advancements and enjoys mentoring teams on how emerging technologies can be harnessed to meet evolving client needs.