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Webinar

Alpha disrupted webinar series—AI & automation in investment: Separating hype from reality

Overview

Artificial intelligence is reshaping the investment landscape—but not always in the ways headlines imply. This session moves beyond the hype to explore how AI and machine learning are being used today in portfolio construction, alpha generation, and operational decision-making.

Hear from industry leaders applying AI tools in real-world settings and learn where human insight remains essential. The session will also address critical challenges such as model transparency, bias, and accountability, while highlighting the capabilities professionals need to succeed in an AI-driven future.

Timings:

11:00 AM ET | 4:00 PM GMT 

CFA Institute members may self-report 1 Professional Learning (PL) credit for participating in this webinar. 

Key takeaways

  • How AI is delivering measurable value across investment research, trading strategies, and operational efficiency
  • Case studies of firms effectively integrating AI and machine learning into their investment processes
  • Where human judgment still matters—and why hybrid decision-making models are emerging as the standard
  • Challenges related to model interpretability, bias, and ethical deployment in financial services
  • Practical guidance on upskilling: what professionals need to know to remain relevant in the age of AI 

Speakers

Rhodri Preece , CFA

Senior Head, Research Center, CFA Institute

Rhodri Preece
Dan Philps , CFA

Head of Investment Strategies, Rothko Investment Strategies

Dan Philps headshot
Andrew Chin

Chief AI Officer, AllianceBernstein 

Andrew Chin headshot

Webinar

Alpha disrupted webinar series—AI & automation in investment: Separating hype from reality

Complimentary