Unlocking the Potential of AI for Financial Professionals

A Fintech Advisory Council Sponsored Event.

CFA Society Los Angeles invites you to an insightful discussion on the practical applications of artificial intelligence in the financial services industry. Whether you’re a solo practitioner, part of a small firm, or working within a larger organization, this event will provide actionable strategies for leveraging AI to improve efficiency and productivity at every level. AI is transforming industries. However, the widespread adoption of these technologies remains uneven, leaving many financial professionals uncertain about how to incorporate AI into their workflows. This session aims to bridge the gap, offering practical advice for harnessing the power of AI regardless of your level of access or resources.

Part 1: Practical AI for Everyone - Discover how AI tools like ChatGPT, Claude, and Perplexity can enhance productivity without the need for costly in-house AI solutions.

This segment will demonstrate:

• How to automate operational tasks like meeting notes and email drafting.
• Using AI for market research, client communication, and generating investment ideas.
• Tips for integrating free or low-cost AI tools into your daily workflow.

Part 2: Scaling with Specialized AI Tools - For firms who use Microsoft Copilot and are considering investing in tailored AI solutions. Learn how to make the most of advanced platforms and bespoke services.

Topics will include:

• Assessing the right AI workflows for your business needs.
• The path to integrating off-the-shelf tools and developing customized solutions.
• Case studies of successful AI implementations at financial institutions.

This event is perfect for a broad range of professionals involved with capital markets - analysts, portfolio managers, risk professionals, client relationship managers, sales & business development professionals, and anyone looking to prepare for the future of work. You will walk away with practical knowledge you can apply immediately to increase your productivity and organization’s competitive advantages

SPEAKERS

Timothy Feess, CFA | Tim Feess, CFA is the Founder and CEO of Sierra Studio, where he helps financial institutions design and implement AI systems while training teams to maximize the potential of AI tools. He began his career at Western Asset Management, holding various roles in portfolio strategy and client service. Since 2014, Tim has focused on technology, including eight years as Co-Founder and CEO of GNARBOX. In 2024, he earned his CFA charter.

                                                                                                                                                                                                                                                                
Hilal Yilmaz, PhD., CFA | Hilal is an Associate Portfolio Manager at Insight Investment Counsel. In this role, she contributes to equity and fixed-income research processes, conducts investment performance reporting, and performs attribution analysis for client portfolios. Additionally, Hilal is responsible for maintaining and leveraging databases and reporting systems for ongoing and new research initiatives at Insight. Prior to joining Insight Investment Counsel, Hilal held the position of tenured Associate Professor of Economics at St. Edward’s University at Austin, TX. Before that, she worked as an economics lecturer at the University of Texas at Austin. During her time at St. Edward’s University, Hilal developed and taught the Big Data, Business Analytics, and Intelligence course in the MBA program. She also instructed undergraduate students in Econometrics, Statistics, Microeconomic Principles, Macroeconomic Theory and Labor Economics at both University of Texas and St. Edward’s University. Hilal published journal articles on enhancing financial risk measurement estimator, Conditional Value at Risk (CVaR), for non-linear and singular scenarios in international academic journals. She earned her PhD in Economics from the University of Illinois at Urbana-Champaign and completed a Master’s degree in Finance. Hilal holds a Bachelor of Science degree in Mathematics from Bilkent University, Turkey, and is a recent recipient of the CFA charter.