CFAs deal with a firehose of information every day: general market and macro news, earnings, filings, stock-specific news, and portfolio tracking. All of it is abundant and impersonal. Your time is neither. Agentic AI closes that gap and delivers only the information that matters to you, and it's easier to set up than you think.
In this webinar, you will:
- Learn how you're wasting 30 minutes a day by not personalizing your information feeds (and how to easily build your own agents)
- De-mystify agentic AI
- Walk out ahead of most analysts on AI
- Get a three-year preview of where agentic AI is going in this industry
- Learn the outside tools saving analysts and advisors the most time, drawn from a year of conversations with CFAs and CFPs about their biggest pain points
- Leave with direct applications to your work that will save you time tomorrow. No technical background required
- See a live demo of the agent workflows WAM builds for analysts and investment teams
AI will never replace the analyst or the advisor. It should make you twice as efficient and hand back the hours you spend on research, data, and market news, so you can spend them on portfolios, clients, family, and the things you actually care about.
This event qualifies for 1 PL credit.
Will Koch is the founder of WAM Agentics (wamagentics.com), where he builds AI research agents for financial analysts, portfolio managers, and firms of all sizes. He is currently completing his MSF at Seattle University, where he competes in Division I golf and serves as a Portfolio Manager for the Redhawk Endowment Fund. Will's work comes from a simple conviction: life is short, and time spent on work that doesn't matter is time you never get back. He wants control over every minute of his day, and he builds tools that give that time back to busy investment professionals.
Passcode: V.BA@2Ff