Claude for Investment Professionals
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MAY
20
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A CFA Society Seattle Sponsored Event
Similar to the ChatGPT workshop CFA Society Seattle previously hosted, this session will cover the most popular features in Claude. We will start with the web version, desktop app, and Cowork, then explore features such as Skills, Projects, MCP connectors, scheduled tasks, deep research, and memory. Time permitting, we may also touch on Claude Code, Dispatch, and Claude in Excel.
SPEAKER
Cindy Lin | Cindy Lin is the Founder of Mindful Data, an AI innovations newsletter focused on applications in quantitative research and finance. She is also a faculty member at WorldQuant University, where she teaches quantitative finance. With over 20 years of industry experience, Cindy has held senior quantitative roles, most recently as Senior Director of Data Sciences and Quantitative Portfolio Manager at Bundles. Her work centers on leveraging open-source and AI tools to streamline workflows and broaden access to careers in finance. Cindy also serves as a committee member of 100 Women in Fintech, where she supports and mentors future financial professionals. Back To Top ^^^
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Registration Fees |
We accept the following:
If you prefer to pay by check please email info@cfala.org and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.
Mail Check To:
CFA Society of Los Angeles
13400 Riverside Drive, Ste. 215
Sherman Oaks, CA 91423
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please e-mail info@cfala.org.
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CFA Society Los Angeles has determined that this program qualifies for 1 PL credit hour, including 1 hour in the content areas of Standards, Ethics, and Regulations (SER), under the guidelines of the CFA Institute Professional Learning program. If you are a CFA Institute member and a CFA Society Los Angeles Member, PL credit for your participation in this program will be automatically recorded in your PL tracking tool. |
