CFA UK automation ahead pathway: No-Code, high impact: Building agentic workflows without writing python
Thursday 16 April 2026 | 13:00 - 13:50 | Webinar
This webinar is part of CFA UK’s technology and innovation pathway and is brought to you by Technology & Innovation Community.
You don’t need to be a developer to build powerful AI agents. This session showcases how platforms like Lindy, n8n, and Zapier enable investors to automate research, scoring, and portfolio tasks using low-code/no-code tools.
Join us to:
- Introduction to agentic workflows and low-code platforms
- Live demo: building a fundamental screening agentic workflow
- Use case: economic regime scoring for fundamental analysis
- How to integrate human judgment with automated agents
Who should attend:
This event is for investment and finance professionals who want to harness AI without coding expertise. It’s ideal for portfolio managers, analysts, and research teams looking to automate tasks like screening and scoring using low-code/no-code platforms such as Lindy, n8n, and Zapier.
Registration: 12:55
Event: 13:00 - 14:00
Other events in the series:
19 March Bias in the machine: What investors need to know about LLMs
7 May From insight to allocation: AI-driven portfolio construction
Click here to view our event terms and conditions.
Speaker
François Trahan - President and founding partner of The Macro Institute
François Trahan is an economist by training with a master’s degree in finance and econometrics. He is widely praised for his differentiated insights into the drivers and dynamics of the marketplace and his unique understanding of the business cycle. In 2016, François was inducted into the Institutional Investor All-America Research Team Hall of Fame after placing first in Portfolio Strategy for ten of the previous 12 years. He has also ranked for Quantitative Strategy.
François is currently President and founding partner of The Macro Institute – a firm dedicated to macro research and education. Previously he was a Managing Director at UBS where he led the U.S. Portfolio Strategy effort, and prior to that he was a founder and managing partner of Cornerstone Macro. Before that, he was Vice Chairman of Wolfe Trahan & Co., Chief Investment Strategist at International Strategy and Investment Group (ISI), and the Chief Investment Strategist for Bear Stearns & Co. Earlier, he worked for Ned Davis Research and the Bank Credit Analyst Research Group.
François received undergraduate and graduate degrees in economics from the University of Montreal. Along with Katherine Krantz, he is the co-author of "The Era of Uncertainty: Global Investment Strategies for Inflation, Deflation, and the Middle Ground," published by Wiley & Sons in August 2011.