AI in Investment Management
Joint WBS Gillmore Centre, CFA Institute and CFA UK event
4 pm to 8.15 pm, 31st March 2026
WBS at The Shard, Level 17
Join us for this event jointly organised by the WBS Gillmore Centre for Financial Technology, CFA Institute and CFA UK on AI in investments. Artificial Intelligence is transforming the investment management industry, bringing new opportunities for enhanced efficiency, data analysis, decision-making and strategy development. But in such a rapidly changing context, there are also many risks and challenges. At this event, we will hear from experts and practitioners about some of the latest developments and explore some real-life use cases, helping students and professionals better understand how AI is revolutionising the investment management landscape.
Session One - AI in Investment Management: Research Insights
Featuring talks from the CFA, drawing on their latest research in AI in investment management, for a student audience.
16.00 - Introduction and welcome. Ram Gopal, Academic Director, WBS Gillmore Centre
16.05-16.50 - Agentic AI in Investment Management: CFA Research, Brian Pisaneschi, CFA Institute
16.50-17.30 - Responsible AI in Investment Research: Practical Skills, Julan Al-Yassin, CFA, Director, Learning Content, CFA Institute
Session Two - AI in Investment Management: Mapping Comfort Zones, Constraints, and the Path to Alpha
Featuring leaders in quantitative research, portfolio strategy, and investment innovation
This panel dives into the practical realities of applying AI inside real investment firms. Rather than abstract theory, the discussion will focus on live use cases, operational constraints, governance considerations, and organisation-level adoption patterns. Speakers will share how they evaluate AI tools, where they are deploying them today, and how they expect workflows to evolve over the next 12鈥�24 months. The conversation will explore both the 鈥渃omfort zones鈥� where AI is already delivering measurable gains (e.g., research automation, NLP-driven insights, data quality checks) and the frontier areas where practical constraints 鈥� model risk, compliance, data lineage, interpretability 鈥� remain the dominant blockers.
17.55 - Welcoming Talk. Dan Philps, Rothko Investment Strategies and WBS Gillmore Centre
18.00-19.00 - Short talks
路AI鈥檚 implications for professional standards - a practical approach for analysts. Julan Al-Yassin, CFA, Director, Learning Content, CFA Institute
路James Hadfield, Senior Risk Leader, former roles at CVC Capital Partners, Ninety One, Close Brothers
路Simon Legrand-Green, CFA, Head of Multi Asset and Systematic Strategies Research, WTW
路Carlos Salas, CFA, CQF, Portfolio Manager, Investment Research, ML/AI
19.00-19.30- Q&A moderated by Dan Philps, Rothko Investment Strategies and WBS Gillmore Centre