Overview
In this episode of Conversations with Frank Fabozzi, CFA, Francesco Fabozzi explores how large language models are transforming investment workflows, from discretionary research and quantitative strategies to portfolio construction and governance. He discusses where AI creates value, the risks firms must manage, and why the future of investing will depend on combining domain expertise with AI-driven insights.
Timings:
12:00 PM ET | 5:00 PM GMT
CFA Institute members may self-report one (1) Professional Learning (PL) credit for participating in this webinar.
Key takeaways
- AI beyond automation: Why discretionary investors may benefit more than large systematic firms
- From sentiment to return prediction: How language models extract investment signals from unstructured data
- AI in quantitative investing: Creating new predictive factors and enhancing research efficiency
- Model risk and governance: Managing hallucinations, evaluation frameworks, and AI oversight
- The next frontier—portfolio construction: Moving beyond stock selection toward AI-informed portfolio decisions
- Building differentiated investment processes: Why domain expertise, proprietary knowledge, and investment philosophy still matter in an AI-driven world
Speakers
Webinar
Conversations with Frank Fabozzi, CFA: How will AI reshape asset management?
Complimentary