CFA Society Los Angeles invites you to an insightful discussion on the practical applications of artificial intelligence in the financial services industry. Whether you’re a solo practitioner, part of a small firm, or working within a larger organization, this event will provide actionable strategies for leveraging AI to improve efficiency and productivity at every level. AI is transforming industries. However, the widespread adoption of these technologies remains uneven, leaving many financial professionals uncertain about how to incorporate AI into their workflows. This session aims to bridge the gap, offering practical advice for harnessing the power of AI regardless of your level of access or resources.

Part 1: Practical AI for Everyone – Discover how AI tools like ChatGPT, Claude, and Perplexity can enhance productivity without the need for costly in-house AI solutions.

This segment will demonstrate:

• How to automate operational tasks like meeting notes and email drafting.
• Using AI for market research, client communication, and generating investment ideas.
• Tips for integrating free or low-cost AI tools into your daily workflow.

Part 2: Scaling with Specialized AI Tools – For firms who use Microsoft Copilot and are considering investing in tailored AI solutions. Learn how to make the most of advanced platforms and bespoke services.

Topics will include:

• Assessing the right AI workflows for your business needs.
• The path to integrating off-the-shelf tools and developing customized solutions.
• Case studies of successful AI implementations at financial institutions.

This event is perfect for a broad range of professionals involved with capital markets – analysts, portfolio managers, risk professionals, client relationship managers, sales & business development professionals, and anyone looking to prepare for the future of work. You will walk away with practical knowledge you can apply immediately to increase your productivity and organization’s competitive advantages