Overview

AI is revolutionizing investment management at an unprecedented pace, yet investor engagement with this technology remains nascent and wide ranging.

In this session, Justin Anderson, CFA, Chief Technology Officer at Mawer Investment Management Ltd., gets concrete: within the investment management context, what AI is genuinely great at, where it falls flat, and how to leverage it into a durable advantage across the investment process. He will also share a thesis on which businesses, all things equal, are more likely to win and lose in an AI-driven world.

KEY TOPICS:

• AI strengths and weaknesses within the investment context
• The economics of scaling AI use
• The context window problem and how it will shape the rollout of enterprise AI
• The role of the model harness in building a durable competitive advantage
• A framework for rolling out enterprise-grade, economically sustainable AI use
• A working thesis on the next generation of AI winners and losers

The session will run for one hour, followed by a networking reception.

Speaker

Justin Anderson is the Chief Technology Officer at Mawer, which he joined in 2014. Previously, Mr. Anderson was an equity analyst on the Mawer Research team and founder of Mawer’s Research Lab which focuses on applying technology to improve on the investment process. 

After founding the research company Xedge, specializing in stochastic analysis of oil and gas exploration portfolios, Mr. Anderson joined Salman Partners and then Desjardins Capital Markets as a research analyst. Prior, he worked on energy company strategy and valuations at McKinsey & Company and for the investment banking energy group at BMO Capital Markets. 

Mr. Anderson completed a Bachelor of Science in Mechanical Engineering and a Bachelor of Arts at the University of Calgary. He then completed a Master of Science in Aeronautical Engineering at MIT. While at MIT, he founded and commercialized a high-tech company specializing in unfolding software and was an executive chair of the MIT Energy Club.

Mr. Anderson is a CFA charterholder.

Registration 

MEMBERS:
Pre-registration for CFA Society Vancouver members until Sep 10

Early Bird Rate - $65
until Sep 24

Regular Rate - $85
from Sep 25

NON-MEMBERS:
Registration opens Sep 11

Early Bird Rate - $95
until Sep 24

Regular Rate - $115
from Sep 25

Details

WHEN

WHERE

Fairmont Waterfront
900 Canada Place Way, Vancouver