Fintech Presents: AI Workshops for Investment Professionals

A Fintech Advisory Council Sponsored Event.

CFA Society Los Angeles’s FinTech Advisory Council invites you to a hands-on workshop on applying AI for Investment Professionals. Whether you’re a solo practitioner, part of a small firm, or working within a larger organization, this event will provide examples of high value workflows and the opportunity to practice with leaders in the space. In 2025, many firms pushed forward on AI initiatives. This session is designed to span ability levels - optimizing a more advanced AI workflow or getting started in a space that feels new. This event will start with an AI State of the Union where Tim Feess, CFA will facilitate a conversation with our speakers. Afterwards, attendees will have the option to attend two 45-minute workshops on utilizing AI.

Workshop Topics:

• OpenAI Tools for Investment & Market Analysis - Facilitated by Mariya Entina, CFA, CPA
• AI Tools for Buy Side Professionals – Facilitated by Khe Hy
• Anthropic’s Tools for Analysis & Reporting – Facilitated by Michael Thom, CFA
• AI-Enhanced Client Relationships – Facilitated by Amy Young

MODERATOR

Tim Feess, CFA | Tim Feess, CFA is CEO of Sierra Studio. He is focused on helping organizations take advantage of the latest advancements in AI. He began his career at Western Asset Management. Since 2014, Tim has focused on technology, including eight years as Co-Founder and CEO of GNARBOX. In 2024, he earned his CFA charter. 

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SPEAKERS

Mariya Entina, CFA, CPA | Mariya Entina is a Portfolio Manager at DoubleLine, focusing on investment grade corporate bonds. In addition, she is a contributing member of the Fixed Income Asset Allocation Committee and a corporate sector specialist on DoubleLine’s Responsible Investment team, overseeing and monitoring the Responsible Investment integration for the Global Developed Credit team. Prior to DoubleLine, Ms. Entina was an Investment Research Analyst at Pacific Life, where she covered transportation, aerospace & defense, automotive OEMs, captive finance, auto parts suppliers, diversified manufacturing and infrastructure credit. Prior to Pacific Life, she held roles at Capital Group and KPMG LLP. She holds a B.A. in Economics and Accounting from the University of California, Los Angeles. Ms. Entina is a licensed CPA, CFA® charterholder, SASB FSA Credential Holder and has earned the CFA Institute Certificate in ESG Investing.
Ms. Entina currently serves as Immediate Past President on the Board of Governors and Chair for the Women’s Advisory Council for CFA Society Los Angeles. 

                                                                                                                                                                                                                                                                
Khe Hy | Khe Hy is the founder of LaTour AI, a training and strategy consultancy helping investment firms implement AI across their organizations. During his 15-year career in financial services, Khe led the hedge fund manager research team at BlackRock and became one of the youngest Managing Directors in the firm's history, specializing in quantitative and technology-driven trading strategies. He later founded RadReads, a platform whose writing and podcasts have reached millions of professionals, and worked as an executive coach for financial leaders navigating purpose, performance, and career transitions. Khe writes Future Proof Your Career with AI, a top-rated Substack newsletter, and his work has been featured in The Wall Street Journal, Bloomberg, Barron's, CNN, Time Magazine, and CNBC. He holds a B.S. in Computer Science from Yale University and lives in Manhattan Beach with his wife and two daughters.

Michael Thom, CFA, CAIA | Michael Thom, CFA is the Managing Director for CFA Societies Canada. He leads the strategic direction of CFA Societies Canada and advances the highest professional standards of integrity and ethics for the ultimate benefit of Canadian society. Michael joined CFA Societies Canada with over many years of leadership in capital markets and investment management roles. Michael holds an undergraduate degree from the University of British Columbia, is a graduate of Osgoode Hall Law School at York University, and is both a CFA charterholder and CAIA charterholder.

                                                                                                                                                                                                                                                                
Amy Young, CFA | Amy Young is an AI strategy consultant who leverages her capital markets background and six years at Microsoft to help Wealth and Asset Management firms make better AI investment decisions.