CFA Institute: Unstructured Data and AI in Investments, 16.5.2023

Members and non-members

date & time

16/05/2024 6:00 pm EEST

CFA Institute offers us the next installment in the 2024 AI webinar series, where they examine AI is changing the way we uncover value within the investment industry. 

The webinar will cover many issues such as the changing role of the investment professional, how alternative and unstructured data adoption is driving this trend and the importance of learning data science techniques to manage this transition. These techniques will be put into practice in a case study, showcase how we can fine-tune large language models and construct a custom ESG index to discover new insights and hidden value.

AI is set to change the world in an unprecedented way. Put on your creative caps, get curious, and join in this discussion on the future of finance as our panelists take live questions after the session.

CFA members will receive 1 PL credit for this webinar.

Speakers

Richard Fernand, CFA

General Manager, Certificates

CFA Institute

Richard Fernand is General Manager, Certificates, CFA Institute, responsible for the portfolio of new certificate learning products. He has a background in investment education, having spent 6 years at PIMCO in Learning & Development responsible for global investment education. Prior to that he spent 10 years at 7city Learning (now Fitch Learning) where he taught preparatory courses for all 3 levels of the CFA Program and was Head of Business School. Before moving into investment education he gained experience in consultancy and M&A. He is a CFA Charterholder and Chartered Accountant and has a degree in law from Oxford University.

Brian Pisaneschi, CFA

Senior Investment Data Scientist

CFA Institute

Brian Pisaneschi, CFA, is a Senior Investment Data Scientist at CFA Institute. His research focus has centered around applying Natural Language Processing to the investment analyst workflow, with a particular interest on sustainability. He holds an MS in quantitative finance from the University of Bologna and a BS in finance and economics from Lake Superior State University. He obtained his CFA charter in 2017.