Overview

How can investment organizations harness AI to improve decision-making while preserving accountability, governance, and human judgment?

In this episode of Conversations with Frank Fabozzi, CFA, Andrew Chin discusses how AI is reshaping asset management at the institutional level. Drawing on his experience as Chief Artificial Intelligence Officer and former Chief Risk Officer at AllianceBernstein, he explains why successful AI adoption requires more than new tools—it demands a firm-wide strategy, strong governance, and a clear understanding of how human expertise and machine intelligence should work together.

Key discussion points 

• AI as institutional infrastructure: Why enterprise-wide platforms create more value than isolated use cases
• Governance as an enabler of innovation: How risk management principles can accelerate responsible AI adoption
• Human judgment and machine intelligence: Defining accountability and decision ownership in AI-assisted investing 
• Avoiding convergence and automation bias: The risks of relying on the same models, data, and assumptions
• The evolving role of portfolio managers: Moving from information gathering to intelligence curation, synthesis, and oversight
• AI, uncertainty, and investment resilience: Using AI to frame scenarios, stress test portfolios, and improve decision-making under uncertainty  

CFA Institute members can self-report 1 PL credit for attending. 

Speakers

Date and Time