{Breakfast Presentation} Portfolio Construction and The Impacts of A.I.

Today's investment environment is being shaped by the rapid evolution of artificial intelligence which is increasing concentration across market indices. This session will explore how these trends are influencing capital markets and portfolio construction decisions. Speakers will discuss the implications of the Magnificent Seven's dominance, challenges facing active management, and practical approaches to building diversified portfolios in today's market. Attendees will also gain insight into how investment teams are evaluating new opportunities, while leveraging AI to enhance research, analysis, and operational efficiency within the portfolio construction process.

  Learning Objectives

Participants will be able to:

• Evaluate how AI is influencing capital markets and investment processes.
• Understand the implications of market concentration on portfolio risk and diversification.
• Assess the challenges and opportunities for active management across markets.

Schedule:

8:00 AM - Registration and breakfast buffet open

8:30 AM - Panel Discussion

9:30 AM - Conclusion

Members - $25.00

Nonmembers - $45.00

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