Gain practical insights into the tools, technologies, and frameworks driving innovation across the investment value chain—from portfolio modeling and data governance to cloud infrastructure and cybersecurity. Each session brings together expert perspectives and case studies that illustrate how firms are successfully leveraging AI and data science in decision-making. Participants will also learn how to evaluate data quality, navigate new regulatory requirements like DORA, and build internal capabilities to stay competitive in an AI-transformed industry. Whether you’re a portfolio manager, analyst, or operations professional, this series will equip you with the knowledge to lead through the next wave of digital disruption.

Series Overview

The AI & Data Revolution Overview - June 3, 2025

Kick off the series with a comprehensive look at the evolving data and AI landscape in investment management. Explore how AI is being deployed across the investment value chain, the key technologies fueling this transformation, and real-world case studies highlighting successful adoption. This session will set the stage for understanding the structural shifts shaping the future of the industry.

Peter Danenberg | Google DeepMind

 Building a Data-Driven Culture - June 24, 2025

 Join us for the next panel discussion exploring how investment and financial service firms can fundamentally transform their organizational culture to harness AI and data analytics for competitive advantage. We'll examine key learnings and takeaways for establishing clear AI roadmaps and strategic priorities. Our discussion will address critical barriers including data quality challenges, talent gaps, and cultural resistance to unlock AI's alpha-generating potential across the investment value chain. We will walk through the AI journey from predictive modeling and NLP systems to the current state of increasing adoption of generative AI that blends AI and data analytics with human expertise, plus the exciting frontier of agentic AI in investment processes. Learn practical frameworks for fostering innovation through multidisciplinary working groups and pilot projects with robust feedback loops. We'll address the evolving roles of investment professionals working alongside AI tools, emphasizing human judgment, oversight, and creativity supported by AI-driven efficiency. The future state will incorporate establishment of robust governance and ethical considerations essential for responsible AI implementation in investment management.

Tiffany Hu, CFA (moderator)

Lisa Huang | Fidelity

Sri Krishmanurthy, CFA, CAP | QuantUniversity

 AI Use Case & Integration - July 22, 2025 (this session will be held at Amazon's Office at BOS 21 - Amazon)

Explore how investment firms are applying AI to model portfolios, manage risk, and optimize decision-making. This session covers the critical building blocks for success, including data governance, cloud infrastructure, and enterprise-wide data management practices designed to support scalable AI integration.

Chris Hennesey | Amazon Web Services

Sherry Marcus | Tradeweb Markets Inc.

Susanne Seitinger, PhD | Amazon Web Services

Dr. Kanna Shimizu | Amazon Web Services

Navigating AI Ethics and the Regulatory Landscape - September 30, 2025

Understand the regulatory implications of AI and data in investment management, with a focus on upcoming DORA compliance requirements for 2025. Discuss cybersecurity best practices, ethical considerations in AI adoption, and global regulatory developments influencing data usage and investor protection.

Kara Peterson | descrybe.ai

Kelly Koscuiszka | Schulte Roth & Zabel LLP

The Evolution of Investment Data  - October 28, 2025

Dive into the changing face of investment data, from traditional financial metrics to the integration of alternative and unstructured sources. Learn how data science methodologies are being used to unlock new insights, and gain practical tools for assessing data quality, relevance, and application in investment analysis.

Jonathan Kay | Apptopia

Brian Peltonen | parcosm.ai

Lisa Simon | Revelio

 Future Frontiers in Investment AI - November 18, 2025

Conclude the series with a forward-looking discussion on the next wave of AI innovation in finance. From emerging technologies to strategic planning for long-term integration, this session will prepare professionals to navigate and lead through the rapid evolution of data-driven investing. 

Justin McBride | PwC

Amit Shankar | Bloom AI, Inc.

Participants may register for one, some, or all of the sessions listed below.

When and Where

The AI & Data Revolution Overview

Tuesday, June 3, 2025 from 12:00PM - 1:00PM

CFA Society Boston, 101 Federal Street, Suite 502, Boston, MA 02110 | Zoom

Building a Data-Driven Culture

Tuesday, June 24, 2025 from 12:00PM – 1:00PM

CFA Society Boston, 101 Federal Street, Suite 502, Boston, MA 02110 | Zoom

AI Use & Integration

Tuesday, July 22, 2025 from 11:30AM – 1:30PM

BOS 21 - Amazon Offices, 55 Pier 4 Blvd, Boston, MA 02210

Navigating the Regulatory Landscape

Tuesday, Sept. 30, 2025 from 12:00PM – 1:00PM

CFA Society Boston, 101 Federal Street, Suite 502, Boston, MA 02110 | Zoom

The Evolution of Investment Data

Tuesday, Oct. 28, 2025 from 12:00PM – 1:00PM

CFA Society Boston, 101 Federal Street, Suite 502, Boston, MA 02110 | Zoom

 Future Frontiers in Investment AI

 Tuesday, Nov. 18, 2025 from 12:00PM – 1:00PM

CFA Society Boston, 101 Federal Street, Suite 502, Boston, MA 02110 | Zoom

Pricing  (pricing represents the cost of each individual session.)

 In-Person Registration (lunch will be provided for in-person attendees)

 Member Registration | $20.00

 Candidate Member Registration | $10.00

 Student Member Registration | $10.00

 Non-Member Registration | $40.00

Virtual Registration

 Member Registration | $0.00

 Non-Member Registration | $10.00

 Members must be logged in to register.

REGISTRATION is a 5-step process:

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3. Select the sessions you would like to attend below.

4. Click proceed to checkout.

5. Click submit order.

Safety Protocols and Policies

 By registering for a CFA Society Boston event, program, seminar, course, dinner or meeting all attendees agree to adhere to the Meeting Safety and Responsibility Policy. Click here to view the complete Meeting Safety and Responsibility Policy.

 YOU MUST SELECT A PROGRAM ITEM IN ORDER TO COMPLETE YOUR REGISTRATION.