CFA Society Los Angeles’s FinTech Advisory Council invites you to a hands-on workshop on applying AI for Investment Professionals. Whether you’re a solo practitioner, part of a small firm, or working within a larger organization, this event will provide examples of high value workflows and the opportunity to practice with leaders in the space. In 2025, many firms pushed forward on AI initiatives. This session is designed to span ability levels – optimizing a more advanced AI workflow or getting started in a space that feels new. This event will start with an AI State of the Union where Tim Feess, CFA will facilitate a conversation with our speakers. Afterwards, attendees will have the option to attend two 45-minute workshops on utilizing AI.

Workshop Topics:

AI-Enhanced Client Relationships – Facilitated by Amy Young

OpenAI Tools for Investment & Market Analysis – Facilitated by Mariya Entina, CFA, CPA

AI Tools for Buy Side Professionals – Facilitated by Khe Hy

Anthropic’s Tools for Analysis & Reporting – Facilitated by Michael Thom, CFA