Overview

Artificial intelligence is no longer a future concept—it is already transforming investment management. From research and portfolio construction to client servicing, operations and risk management, firms are beginning to embed AI into day-to-day investment processes.
However, the reality often looks very different from the hype. While some organisations are successfully deploying AI to improve efficiency and decision-making, others are still grappling with governance, implementation and practical use cases.

This webinar explores how investment firms are using AI today, where it is delivering measurable value, and what investment professionals should understand as AI becomes an increasingly important part of the investment process.

Key Takeaways:

  • Understand where AI is already creating value across the investment management industry
  • Explore practical use cases across research, portfolio management, operations and client servicing
  • Learn how firms are balancing innovation with governance and risk management
  • Separate genuine adoption from industry hype
  • Identify practical lessons that can be applied within their own organisations

Date and Time

2 December 2026

11:00 AM ET | 4:00 PM GMT

Speakers

Augustine Backer, CFA

Director, Practice Analysis
CFA Institute

David Burkhart, CFA

Founder and Chief Investment Officer
Coloma Capital Futures

Dan Philps, CFA

Head of Rothko Investment Strategies
Rothko Investment Strategies