03/18/26: Technology and AI: Impacts on Investment Research and Compliance
This presentation will walk through the evolving nature of AI and Technology tools as they relate to CFA Professionals. Topics will include: the impact of AI on Investor Reporting, utilizing AI tools for research, and advanced computing tools for Compliance and Investigations.
In this session, Christina Viglietta, VP of Operations, Americas at MDOTM Ltd., will explore how artificial intelligence can be implemented in practical, measurable ways within Wealth and Asset Management organizations — beyond experimentation.
This session will explore the durability of mega-cap strength, the catalysts that could spark a resurgence in small and mid-cap performance, and the diversification implications of today’s concentrated market structure.
