Overview
Where is AI delivering measurable value in investment firms, and where is it still hype?
AI is already part of investment management. Firms are embedding it in research, portfolio construction, client servicing, operations, and risk management. The reality often looks different from the hype: some organizations deploy AI to improve efficiency and decision-making, while others still work through governance, implementation, and practical use cases. In this webinar, Augustine Backer, CFA, Director, Practice Analysis at CFA Institute; David Burkart, CFA, Founder and Chief Investment Officer at Coloma Capital Futures; and Dan Philps, CFA, Head of Rothko Investment Strategies at Rothko Investment Strategies, examine how investment firms use AI today, where it delivers measurable value, and what investment professionals should understand as AI plays a larger role in the investment process.
Timings:
11:00 AM ET | 4:00 PM GMT
CFA Institute members can self-report 1 PL credit for attending.
Key discussion points
- Where AI creates value: See where AI already delivers value across the investment management industry.
- Practical use cases: Explore how AI applies in research, portfolio management, operations, and client service.
- Innovation and governance: Learn how firms balance innovation with governance and risk management.
- Adoption versus hype: Separate genuine adoption from industry hype.
- Lessons for your firm: Identify practical lessons you can apply within your own organization.
Speakers
