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Future of Finance: Replaced by Robots: The March Toward Obsolescence?

Event Description

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Technology and now with the advent of Artificial Intelligence (AI) causes one and all to pause. We are seeing AI move from manufacturing to the professional class, increasingly impacting the investment industry. How does AI affect labor pricing? What might the economy look like when everything can be done by a machine? What does the future of finance hold for the next generation of professionals?​

Come join the CFA Society NM to hear Hal Ratner, Global Head of Research, Morningstar Investment Management, LLC  explore this broad topic. He’ll present his research and insights into the role that robo-advice (and investment technology in general) is playing. What does the Future of Finance look like?

Parking Information: ​Use the Cornell Garage marked on this map​. The Fiesta Ballrooms are on the 3rd floor, see the site map for more information.​

Speaker: Hal Ratner, Senior Investment Analyst at Morningstar Associates, LLC

Speaker Bio: Hal Ratner is a senior investment analyst for Morningstar Associates, LLC, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. He is responsible for developing and implementing asset allocation and risk models and other investment methodologies for Morningstar's retirement planning and advice services.​

Before joining Morningstar, Ratner served as vice president of investments for mPower, a privately held, San Francisco-based investment advisory firm that was acquired by Morningstar in July 2003. Ratner was responsible for developing and maintaining mPower's security selection, asset allocation, and risk tolerance assessment models. He also led a team of analysts that conducted research on investment managers. Before joining mPower, he was assistant vice president of global manager research for Callan Associates, a strategic asset management-consulting firm, where he conducted manager searches for the public and private pension markets.

Ratner was also an analyst at ING Barings Management Consulting Services and at Morningstar, Inc. His work has been published in The Journal of Wealth Management and he has been quoted in numerous publications. He holds bachelor's degrees from Antioch College and The School of the Art Institute of Chicago.

Education Topic

Performance Measurement and Evaluation

Start Time

4/26/2017 11:45 AM

End Time

4/26/2017 1:00 PM




New Mexico

Event Country

United States

Event Region


Location Info

​UNM Student Union Building 

Fiesta A-B 

1 University of New Mexico
Albuquerque, NM 87131


Hal Ratner

CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price



All Day Event




Event Type

Society; Career; Social; Educational


4/26/2017 11:45 AM

Nice Date



4/26/2017 1:00 PM

Hosted by

New Mexico Society

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Event Short Info









Hal Ratner_Replaced by Robots_Published Version.pdf    
Replaced by Robots_CFA Society NM.pdf    
Content Type: MyCFA Calendar
Created at 3/24/2017 9:30 AM by[CASMSTS:username]
Last modified at 5/2/2017 5:13 AM by[CASMSTS:username]