Oct 24, 03:00 PM - 05:30 PM (CT)
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? You are invited to attend this event hosted by CFA Society Minnesota and CFA Society Cleveland.
What will you learn:
In this session, expert practitioners will cover the application of AI/ML in everyday investment management workflows including:
Review of investment management workflows
Where to get your data sources and prepare data for analysis by AI/ML methods
Demonstrate local and cloud-based infrastructure for development and deployment
Perform actual data analysis for selected use cases
Who should attend:
The agenda is designed for practitioners from research to portfolio managers to executives to gain practical experience in deploying AI and machine learning including:
Fundamental analysts that want to learn about quantitative techniques
Quants that want to upgrade to AI/ML methods
Data scientists that want to learn about applications of AI/ML in asset management
Portfolio managers that want to learn about applications of AI/ML in their everyday workflows
Asset management executives that want to learn about operational efficiencies brought about by the AI/ML methods
Technology service providers that want to engage with the financial services industry
Session 1
3:15 PM - Application of Data Science in Investment Management Workflow to Improve Operational Efficiency
Speakers: Mehrzad Mahdavi, PhD & Cordell Tanny, CFA, FRM, FDP
Session 2
4:15 PM - Use Cases of Large Language Models (LLMs) in Investment Management
Demo of Use Case
Speakers: Mehrzad Mahdavi, PhD & Lucas Bunting, CFA
Session 3
5:00 PM - Panel: Practical Approach for Digital Transformation with AI Tools
Speakers: Mehrzad Mahdavi, PhD, Cordell Tanny, CFA, FRM, FDP, & Lucas Bunting, CFA