Join us for Claude for Investment Professionals - Virtual Event - 11/5

When:  Thu, Nov 5, 2026 from 12:00 PM to 01:00 PM (CT)
Associated with  CFA Society Milwaukee

Join us as we welcome Cindy Lin for a hands-on virtual workshop focused on practical AI applications for investment professionals.  

Topics include: 

·    An overview of Claude and its latest capabilities for investment research  

·    Getting started with Claude Desktop and Cowork  

·    Using projects, skills, connectors, and scheduled tasks to streamline research workflows  

·    A live demonstration of building an AI-powered economic calendar that can be delivered as a dashboard or directly to Slack  

·    Best practices for privacy, security, and working with financial data  

 To view the Speaker's Bio - click here!

 Virtual Event 
Thursday, November 5th
12:00 - 1:00PM 

Register Now!

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