3 events found.
Alternative Investment Series 2026
This educational series is designed for those seeking to gain a broader understanding of alternative investment strategies. A sound understanding of alternative investments (AI) is
$300
Virtual-Agentic AI in Asset Management and RIAs: Driving Efficiency While Staying SEC-Ready
Attendees will learn how asset management firms and RIAs can use Agentic AI to improve operational efficiency across compliance, research, client service, marketing, reporting, and
Free
AI in Action: High-Speed Workflows with Claude Cowork and Excel
A Claude Cowork and Excel Interactive Virtual Workshop Financial professionals have spent two years hearing about AI. This session is about using AI at the
Free
