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As artificial intelligence (AI) and machine learning (ML) kick into high gear, many in the financial services industry remain under-equipped to benefit from these technologies. The first step toward the adoption of modern AI is the creation of infrastructure and processes that systematically collect information from within and outside the organization and that facilitate the automation of routine operational as well as analytical tasks.

In this webinar, one can explore how to start this transformation, particularly using Python and databases.

Learning Outcomes:

  1. Examine the application areas for automation and AI
  2. Learn how automation is the first building block for ML
  3. Discuss actual examples of automation in investment management, including
    a. routine operational tasks, and
    b. analytical/alert systems.
  4. Identify how to get started in your own organization

This is the archived version of a live webinar that took place on 19 November 2020

About the Speaker(s)

Parijat Garg
Parijat Garg CFA

Parijat Garg is an investor, trader, and entrepreneur with 11 years of systematic trading experience. Garg is a computer science engineer from IIT Bombay and a CFA® charterholder since 2011. Having begun his career with Tower Research Capital, now a global leader in high-frequency algorithmic trading, Garg applied systematic trading strategies in the Indian markets. Garg maintains a concentrated equity portfolio built on long-term investing principles. He is a rare individual who has seen success at two extremes in the financial markets — very long-term investing as well as ultra-short-term algorithmic trading. Garg strongly believes and demonstrates that it is possible to create wealth using a wide variety of techniques. All it requires is skill, discipline, and a little bit of luck.

Shreenivas Kunte
Shreenivas Kunte CFA, CIPM

Shreenivas Kunte, CFA, CIPM, is a director of professional learning and advocacy at CFA Institute. In this role, Mr. Kunte contributes to thought leadership in the investment profession. He writes on investing topics in leading publications and represents CFA Institute at conferences and forums. Mr. Kunte serves as an external research scholar at the Indian Institute of Technology Bombay. Previously, he worked as the country trading strategist for Citi in Tokyo, Japan. He holds a degree in computer engineering from the University of Mumbai.