AI in wealth management and portfolio construction | Delhi
Session Overview
In this workshop, participants will be able to understand and apply AI and Large Language Models (LLMs) to enhance key wealth management and investment workflows. They will learn how to leverage AI for research automation, asset allocation, portfolio construction, product selection, and client servicing. Through practical demonstrations and real-world case studies, participants will explore agentic workflows and repeatable AI-driven investment processes. The session will also demonstrate how AI can support customized multi-asset portfolios aligned with client preferences and objectives. Participants will gain insights into relevant AI applications within the Indian wealth management landscape. Finally, the workshop will address responsible AI practices, including governance, human oversight, bias mitigation, and the evaluation of AI-generated outputs.
EVENT DETAILS
Date- 24th Sep 2026
Time- 6:00 pm to 8:00 pm
Venue- Lemon Tree Hotel, Aerocity
Brian Pisaneschi, CFA
Director of Applied Investment Practice and Tools @ CFA Institute
Brian Pisaneschi, CFA
Director of Applied Investment Practice and Tools @ CFA Institute
Brian Pisaneschi, CFA, is Director of Applied Investment Practice and Tools at CFA Institute, where he builds open-source tools that bridge investment theory and practice.His work focuses on helping investment professionals develop a deep, working understanding of what AI can and cannot do for them. He has authored research and built case studies on generative AI applications in finance, including retrieval-augmented generation (RAG), agentic AI, and AI bias.At CFA Institute, he created RPC Labs, an open-source community that brings together investment professionals and data scientists to collaborate on tools and projects that move finance forward.Brian played a leading role in the creation of the CFA Institute UK National AI Investment Challenge, a competition designed to help students and aspiring investment professionals develop practical AI skills while exploring the ethical and responsible use of AI in investment analysis. He is currently leading new CFA Institute research on how artificial intelligence is reshaping roles, skills, and career pathways across the investment profession. A frequent speaker on AI in finance, Brian has been widely quoted on the rapidly evolving role of AI in investment analysis and is recognized for helping investment professionals navigate the opportunities and challenges presented by emerging technologies. In 2025, he was named an Investment Week asset management gamechanger of the next 30 years.Brian earned his CFA charter in 2017 and holds an MS in Quantitative Finance from the University of Bologna.