VIRTUAL: AI in Excel via Shortcut.ai

When:  Wed, Jun 3, 2026 from 12:00 PM to 01:00 PM (PT)
Associated with  CFA Society Seattle

Shortcut.ai is transforming the way financial professionals work in spreadsheets. As one of the most powerful AI agents built for Excel, it enables beginners to quickly build proficiency while allowing experienced users to operate at a much higher level of speed, accuracy, and sophistication. Join us for an interactive session exploring how this AI-driven Excel plug-in is being adopted by investment bankers, account

Dagney Maseda, CFA - Managing Director / Porfolio Manager - SSI Investment Management LLC

Dagney Maseda is the managing director and portfolio manager for SSI Investment Management, LLC. She oversees the daily management of the Hedged Convertible investment portfolios. Dagney has more than 25 years of industry experience as a trading assistant, analyst and portfolio manager. She focuses on credit, high-yield and special-situation research.  

Dagney was named one of the “50 Leading Women in Funds” by the Hedge Fund Journal in 2021. She further contributes to the financial community by serving as vice president of the CFA Society Los Angeles. Dagney graduated summa cum laude with a B.S. in Finance from California State University, Northridge.

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