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WEBINAR: AI in Asset Management

Artificial intelligence is rapidly becoming core investment infrastructure—not just a set of experimental tools. Join Joseph Simonian, PhD, editor of AI in Asset Management: Tools, Applications, and Frontiers, for a practitioner-focused webinar exploring how AI is being deployed across the modern investment workflow—from data engineering and signal discovery to portfolio construction, risk management, and governance.

Drawing on cutting-edge research and real-world applications, Joseph will discuss how

 machine learning, deep learning, reinforcement learning, natural language processing, and network theory are reshaping decision-making in asset management. The session will also highlight why explainability, model governance, and ethical AI are now essential for institutional adoption—not optional add-ons.

This webinar is designed for investment professionals seeking a clear, practical framework for understanding where AI delivers real value today—and where the next frontier lies.  

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WEBINAR: AI in Asset Management Book Club

Join CFA Society Seattle’s Book Club for a collaborative AI in Asset Management Book Club, part of our broader spring programming focused on artificial intelligence in investment practice. This interactive session will bring members together to discuss how AI is reshaping the investment process—from research and portfolio construction to risk management, governance, and decision-making.

The discussion will use AI in Asset Management: Tools, Applications, and Frontiers (text found here: AI in Asset Management: Tools, Applications, & Frontiers - Book) as an anchor text, providing a shared framework for exploring real-world applications of machine learning, natural language processing, reinforcement learning, and explainable AI. However, participants are encouraged to engage at whatever level works best for them—whether you attend the related webinar, read selected chapters, read the brief only  (rf_aiinassetmanagement_practitioner-briefs_full-monograph_online.pdf), explore other AI materials, or simply come ready to listen and learn.

This book club follows a webinar with Dr. Joseph Simonian on Friday, February 27, from 2:00–3:00 PM, which will introduce key themes from the book and set the stage for discussion. It also connects to upcoming sessions in our AI series, including a March 18 webinar on creating your own custom ChatGPT and a hands-on, practical AI session on March 26.

Whether you’re new to AI or actively applying it in your investment work, this book club offers a welcoming space to exchange ideas, ask questions, and learn from fellow investment professionals as part of an integrated AI learning experience.

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Asset-Based Credit Investing with Blue Owl & Neuberger Berman

Join us to learn about the $11T opportunity in Asset-Based Finance (ABF), one of the fastest growing areas of private credit. Blue Owl Capital and Neuberger Berman will share their perspectives on how ABF can offer diversification to traditional direct lending strategies/private credit, as well as what type of hard assets, consumer finance, and specialty finance components managers find investable.

Topics of discussion:

·        How deals are sourced and structured.

·        Covenant design and risk protection.

·        Typical spread and risks compared to direct lending.

·        How to position the asset class in client portfolios.

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Seattle Kraken vs. Nashville Predators - hosted by Pitchbook’s Women in Hockey Night

CFA Society Seattle is proud to partner with PitchBook, CAIA, and SAIA, for the 2026 Women in Hockey Night at Climate Pledge Arena—an evening that celebrates leadership, inclusion, and the impact of women across our community. As the Official Financial Data Provider of the Seattle Kraken and Climate Pledge Arena, PitchBook is presenting this special night as part of the Kraken’s Common Threads initiative, which promotes inclusivity and unity throughout the season.

This unique event brings together Seattle’s finance community for connection and celebration, spotlighting women who lead, inspire, and create meaningful change in business and beyond. As part of the evening, CFA Society Seattle will honor Laura Foster, President of CFA Society Seattle, for her exceptional leadership and her positive impact on the broader Seattle community.

Members are invited to attend a pre-game networking mixer with fellow CFA Society Seattle, CAIA and SAIA members, and PitchBook analysts, featuring complimentary food and beverages and a limited-edition PitchBook x Kraken hat. Mixer attendance requires a purchased game ticket.

A limited number of subsidized tickets are available for CFA Society Seattle members at $25, with additional discounted tickets available for non-members.

Non-members may purchase discounted tickets here: PitchBook - Women in Hockey.

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Opportunity Zone Fund Legislation Update and Outlook

The passage of the One Big Beautiful Bill Act (“OBBBA”) last year brought important revisions to the Opportunity Zone program—most notably, permanence within the tax code and greater clarity for investors. Join us for an exclusive presentation where Nick Rosenthal, Co-Chief Executive Officer of Griffin Capital Company, breaks down the key provisions shaping the future of the QOZ program and what these changes mean.

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WEBINAR: Work Smarter with AI: Building Your Own Custom ChatGPT Agent for Finance Professionals

Artificial intelligence is becoming an essential productivity tool across the finance profession—from research and portfolio analysis to client communication, compliance support, and workflow automation. The key challenge is knowing how to use AI effectively, responsibly, and in ways that complement professional judgment.

Join Cindy Lin for an interactive webinar on how financial professionals can design and deploy a custom AI agent using ChatGPT to support a wide range of day-to-day workflows. The session will cover current AI tools used in finance, highlight emerging AI agents, and include a live demonstration showing how to build a custom GPT tailored to your specific professional needs.

Attendees will learn how custom AI agents can assist with tasks such as synthesizing research, drafting client materials, summarizing earnings calls and policy documents, generating scenario analyses, streamlining reporting, and improving overall efficiency—while maintaining appropriate governance and human oversight. This webinar is designed to help CFA charterholders and candidates understand how to thoughtfully integrate AI into their practice to enhance productivity and decision-making.

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Agentic AI Workshop: Build Your Own Custom ChatGPT Agent

As the saying goes, AI won’t replace people — but people who know how to use AI will.

Join us for a hands‑on workshop where you’ll build your own custom ChatGPT AI Agent. Following Cindy Lin’s March 18 webinar on creating custom AI Agents, this in‑person session invites financial professionals to bring their laptops and apply these tools directly to their own projects. Collaborate with peers, exchange ideas, and walk away with practical skills you can put to work immediately.

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