FinTech Series — Artificial Intelligence: The New World of Asset Management

Thursday, 4:00 pm - 6:00 pm

Zoom Meeting


Lilian Quah, CFA — Managing Director, Portfolio Manager, Head of Quantitative Research, Epoch Investment Partners, Inc.

Julia Bonafede, CFA — Founder, Rosetta Analytics
Andreas Roell — CEO, AlphaTrAi
Amy Wierenga — Chief Risk Officer, GCM Grosvenor

Time: 4:00 pm - 5:00 pm: Virtual Panel Discussion
5:00 pm - 6:00 pm: Virtual Meeting/Networking
Add to Calendar 1/14/2021 4:00 PM 1/14/2021 6:00 PM America/Los_Angeles Artificial Intelligence: The New World of Asset Management Artificial Intelligence: The New World of Asset Management CFALA false MM/DD/YYYY


Artificial intelligence has begun to revolutionize the practice of asset management. In pursuit of alpha, asset managers have expanded the corpora of algorithms, data, and implementation techniques. AI has improved portfolio management through better price discovery, risk management, transactional speed and efficiency, adherence to compliance, and more. AI also has helped to limit the deleterious effects of human bias in investment decision making.

Approaches to AI vary as widely as the range of techniques applied in both financial and non-finance fields. In asset management, for example, AI can take the form of deep learning, explainable AI (“XAI”), and fundamental AI. These techniques have the power to create a new world of asset management, with new products and solutions that do not fit within standard or traditional asset class constructs.

Investors have many questions for AI asset managers: How are AI techniques and products different? Where are humans involved, if at all? Are AI managers bringing something more to the table than alpha? Does AI require additional investment governance? Does AI introduce conflicts or biases of its own?

Our team of panelists is working on the leading edge of AI in asset management, each in a different way. Moderating the panel is Lilian Quah, CFA, a leading voice in AI asset management. Lilian will help to address investors’ issues and questions in a conversation about the technical, ethical, and transformative power of AI in asset management.


Lilian Quah, CFA | Lilian Quah is a portfolio manager, the head of quantitative research, and a member of the Quantitative Research and Risk Management team.

Prior to joining Epoch in 2013, she spent five years at AllianceBernstein, where she was a senior quantitative analyst in the Value Equities Group. Before Bernstein, Lilian was a senior consultant in the finance practice at the ERS Group, an economics consulting firm. Lilian received her undergraduate degree in economics from Wellesley College and her master’s in economics from Stanford University. Back To Top ^^


Julia Bonafede, CFA | Julia Bonafede has spent the past 4 years with Co-Founder Angelo Calvello, and the amazing Rosetta Science Team focused on research and development of Rosetta Analytics’ advanced AI Investment Platform. Rosetta Analytics is an investment manager whose four live strategies have generated positive returns with low correlation to traditional and alternative investment strategies. The firm uses proprietary cutting-edge machine learning technology to generate alpha.

Prior to co-founding Rosetta Analytics, Julia spent 24 years building teams and offices at Wilshire Associates. Julia served as President of Wilshire Consulting and was a member of Wilshire’s Board of Directors and Wilshire Consulting’s Investment Committee. She led over 90 consulting professionals servicing more than 200 client relationships with AUA of over $1 Trillion. Ms. Bonafede was listed as a top Knowledge Broker in Chief Investment Officer magazine’s annual list of the world’s most influential investment consultants in 2015. Ms. Bonafede earned a B.S. in Marketing from the University of Colorado and an M.B.A. in Finance and Entrepreneurship from the Marshall School of Business at the University of Southern California. She is a member of the CFA Institute and is a founding member of the United Kingdom Society of Investment Professionals/CFA Society United Kingdom. She currently serves on the Standards of Practice Council for the CFA Institute. Back To Top ^^

Andreas Roell | Andreas Roell helped found AlphaTrAi as part of Analytics Ventures, a venture studio with a focus in developing AI technologies and 2-time winner of The Best Venture Capital Firm for AI by the national AI Awards. He is also Managing director of Carib Ventures giving him over 15 years’ of experience in building venture backed AI technologies. Prior to his role as CEO of AlphaTrAi, Andreas was CEO/Chairman Geary Group; co-founder of Prime Player, which was acquired by Medical Broadcast Systems; and Founder/CEO of EGM Worldwide. Andreas received his MBA from the University of San Diego and his undergraduate degree in international business from UNLV Lee Business School. Back To Top ^^

Amy Wierenga | Amy Wierenga is responsible for global risk strategy and oversight. She is a member of the Absolute Return Strategies Investment Committee and the Private Equity, Real Estate and Infrastructure Investment Committee. Prior to joining GCM Grosvenor, Ms. Wierenga spent 12 years at BlueMountain Capital Management. At BlueMountain, Ms. Wierenga was a Partner and served as Chief Risk Officer overseeing Risk and Portfolio Construction. She also led BlueMountain’s Treasury and Operations functions during her tenure. Previously, Ms. Wierenga was with Merrill Lynch in the Global Rates and FX trading division and the Federal Reserve Bank where she was a commissioned Bank Examiner and Market and Liquidity Risk Specialist. Ms. Wierenga received her Bachelor of Science in Economics and Bachelor of Arts in Music cum laude from Butler University and her Master of Business Administration in Analytic Finance, Econometrics & Statistics from the University of Chicago Booth School of Business. She is on the Board of Trustees of Butler University. Back To Top ^^

Registration Fees
$5 (Members) | $20 (Non-Members)

Payment Information
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If you prefer to pay by check please email 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

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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
As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hour. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.
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