CFA UK Technology & Innovation Community Summit “The New Investment Order”

Monday 21 September 2026 | 17:30 - 20:30 | Evening Event

If your investment process hasn't changed in the last two years, you're already behind. 

Join the CFA UK Technology & Innovation Community for an interactive evening exploring how AI, quantum technologies, digital assets and evolving investment workflows are reshaping the future of investment decision-making. This isn't a traditional conference, and it isn't a sales pitch. It's a chance to connect with fellow practitioners, challenge assumptions, share perspectives and explore what competitive advantage looks like in a rapidly changing industry.  

Expect thought-provoking discussions, live audience polls, expert insights and structured networking with peers from across the investment profession. Together, we'll tackle some of the biggest questions facing the industry today: 

• Where does investment edge come from when AI models are increasingly commoditised? 
• Why do so many AI pilots fail to become part of day-to-day investment workflows? 
• What skills, capabilities and operating models will define successful firms of the future? How should investors think about quantum computing, digital assets and emerging technologies?  
  
  

You'll leave with: 

• Three things you should stop doing 
• Three capabilities you should start building 
• A fresh perspective on where future investment advantage may come from  
  
  

Whether you're exploring AI adoption, evaluating emerging technologies or simply curious about how investment firms are evolving, this summit offers a welcoming space to learn, challenge ideas and connect with the CFA UK community. 

Come ready to share your views, hear different perspectives and help shape the conversation about the future of investing. 

Timings
17:30 - 20:30

Speakers: 

Rob Otter, Head, Global Technology Applied Research, JP Morgan 

Shane Jocelyn, CFA, Director, Portfolio Construction & Analytics, Citi,  
CFA UK Tech & Innovation Community Champion 

If you require special assistance or have specific requirements, please contact the events team at events@cfauk.org.

Click here to view our event terms and conditions.