Conference / Seminar, Interest Group, Virtual Events & Programming, Wealth Management Group

From Experimentation to Scale: Where Are You on the AI Curve?

Tuesday, June 16 | 5:30 PM - 8:00 PM

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Overview

Artificial intelligence has moved to operational reality across financial services. As the industry navigates this transformation, wealth management and investment firms face a defining question: how do we move from pilots to production, and what separates leaders from laggards?

This panel brings together industry leaders who are leading this transformation firsthand. You’ll hear insights from executives whose organizations span the full spectrum of AI adoption — from early-stage experimentation to mature, enterprise-wide implementation. Whether your firm is just beginning its AI journey or scaling existing initiatives, this discussion will provide practical frameworks, honest lessons learned, and forward-looking perspectives to inform your own approach.

In addition, the event will feature live demonstrations from leading AI native platforms and solution providers. These interactive sessions are designed to give attendees a firsthand look at how AI is being applied across the financial services industry today. Participants will have the opportunity to engage directly with practitioners and walk away with practical frameworks, tools, and actionable skills.

Agenda

5:30 PM | REGISTRATION

5:55 PM | WELCOMING REMARKS

D. Chris Tucker, CFA, CEO & Founder, Greenwich Advisors

6:00 PM | PANEL DISCUSSION

Moderator

Emmanuel Uwakwe, CFA, Portfolio Manager, Opto Investments

Panelists

Ankeet Dedhia, Managing Director – Worldwide Financial Services, Microsoft 

Lily Li, Head of AI Adoption and Solutions, Franklin Templeton

Martin Oulmet, PhD, Director of Business Data & Analytics, Brown Advisory

James Tsai, Go to Market, Financial Services, Google Inc.

6:45 PM | Q&A 

6:55 PM | CLOSING REMARKS

D. Chris Tucker, CFA, CEO & Founder, Greenwich Advisors

7:00 PM | AI DEMONSTRATIONS AND NETWORKING RECEPTION

Gold Sponsors:

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

Legal Notice and Disclaimer

CFA Society New York (including its employees and agents) assumes no responsibility for presenters or consequences resulting from the use of information or content of such information presented, including (but not limited to) errors or omissions, the accuracy or reasonableness of factual or scientific assumptions, studies or conclusions, the defamatory nature of statements, ownership of copyright or other intellectual property rights, and the violation of property, privacy, or personal rights of others. The CFA Society New York is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on such information. No guarantees or warranties, including (but not limited to) any express or implied warranties of merchantability or fitness for a particular use or purpose, are made by CFA Society New York with respect to such information. CFA Society New York does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of such information. All presentations represent the opinions of the presenters and do not represent the position or the opinion of CFA Society New York or its members. Reference by the presenters to any specific commercial product, process or service by trade name, trademark, service mark, manufacturer, and corporation or otherwise does not constitute or imply endorsement, recommendation, or favoring by CFA Society New York.

CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to [email protected].

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.