Overview
Can AI improve investment decisions without undermining the human judgment that makes those decisions defensible?
In this episode of Conversations with Frank Fabozzi, CFA, Andrew Chin explores how AI is reshaping asset management at the institutional level. As Chief AI Officer and former Chief Risk Officer at AllianceBernstein, Chin brings a rare dual perspective: he understands both the technical architecture of AI systems and the risk governance frameworks that must contain them. He makes the case that successful AI adoption requires more than deploying new tools. It demands a firm-wide strategy, clear governance, and a disciplined view of where human expertise ends and machine intelligence begins.
Timings:
12:00 PM ET | 4:00 PM GMT
CFA Institute members may self-report one (1) Professional Learning (PL) credit for participating in this webinar.
Key takeaways
- AI as institutional infrastructure: Enterprise-wide platforms generate more value than isolated use cases, and building them requires a coherent strategy across the firm.
- Governance as an enabler of innovation: Risk management principles, applied well, can accelerate responsible AI adoption rather than slow it down.
- Human judgment and machine intelligence: Chin examines clear accountability and decision ownership in AI-assisted investing.
- Avoiding convergence and automation bias: Relying on the same models, data, and assumptions across the industry creates systemic risks that practitioners need to recognize and manage.
- The evolving role of portfolio managers: As AI handles information gathering, portfolio managers shift toward intelligence curation, synthesis, and oversight.
- AI, uncertainty, and investment resilience: AI can frame scenarios and stress-test portfolios in ways that sharpen decision-making when outcomes are least certain.
Speakers
