03/26/26: Adapting governance and allocation to balance risk and opportunity
This webinar explores how fiduciary responsibility is being redefined through the lens of governance frameworks, investment policy statements, and practical implementation. Our expert panel will examine how investment committees, trustees, and boards are responding in real time, translating macroeconomic shifts into actionable oversight and strategy.
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.
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.
