OUR FEATURED ANNUAL PARTNER

May 09

May 2024 Chapter Meeting

Join us on May 9th for a transformative Chapter Meeting exploring AI's role in financial services. Discover its benefits, practical applications in daily advisory work, and strategies to enhance client relations and operational efficiency. Learn how AI reshapes traditional models, streamlines processes, and provides actionable insights. Don't miss this chance to unlock AI's potential in revolutionizing your financial advisory practice. Register now for invaluable insights and strategies!

Delta Hotel by Marriott Santa Clara Silicon Valley
2151 Laurelwood Rd, Santa Clara, CA 95054
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May 09, 2024 11:30am - May 09, 2024 01:30pm

$0.00 - $75.00

Overview of Presentation: AI Intro & Practical Use Cases for Financial Professionals

Introduction (5 mins)

Brief overview of the evolution of technology in financial planning.
Introduction to AI and its relevance in today's financial advisory landscape.

The Role of AI in Financial Planning (5 mins)

Overview of AI's capabilities and potential in financial advising.
Discussion on how AI can save time, increase knowledge, and enhance client connections.

Case Studies: AI in Action (20 minutes)

Real-world practical examples using AI for financial advisors
Demonstrating time savings and efficiency gains through AI applications.

Implementing AI in Your Practice (10 minutes)

Steps to adopt AI technologies in financial planning practices.
Considerations for ensuring compliance and aligning with regulatory requirements.
Use case discussion and Q&A (10 minutes)

Total - 50 mins

Speaker Biography

David Itzkovits, CFA

Co-Founder, Optimal AdvisorAI

Imagine using AI technology to save between 1-5 hours a week. After 1,000+ hours and 5,000 prompts with AI models to date, we have shown Financial Professionals how they can use AI as an assistant to save time, enhance client connections, and drive growth.

David has 20 years of experience in Financial Services and has worked in various senior roles at top tier financial institutions. He was a founding member of a startup which was eventually acquired by a $50 Billion global investment firm.

David is an acknowledged thought-leader in the use of Artificial Intelligence in the investments industry and is an international key-note speaker on the subject. He has been instrumental in driving the use AI in investment management and launched multiple funds including the first UCITS Balanced Fund in 2017 utilizing AI exclusively in the decision-making process.

David is a CFA Charter holder, and has an MBA from Ivey Business School at Western University.

More Information

Ticket price includes: lunch, Starbucks coffee & decaf, hot water with Teavana teas, and Ice water & iced tea.

There is also a bar in the hotel lobby if attendees want to continue networking after the meeting.

1.0 CFP CEU confirmed for this session

No refunds after 11 am the day before the meeting.