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Join us for another exciting opportunity to learn how AI is shaping the investment industry.


Our next webinar in the 2024 AI series dives deep into the uses of generative AI for the investment professional, drawing on insights from a July 2023 CFA Institute survey of over 1,200 investment professionals.


We will be exploring some of the latest tools for more advanced use cases like leveraging retrieval-augmented generation (RAG), LLM orchestration, and autonomous agents, and how these tools are redefining the use of AI in investment professional workflows.

With the pace of AI advancement ever quickening, we will also explore ways in which the investment analyst role could evolve. You will also learn about ways in which you can leverage open-source models, data, and resources, to keep up with the changes.

Don't miss your chance to get involved in the discussion with a Q&A session with our panelist after the presentation.


This webinar is worth 1 PL credit.