CFA UK Technology & Innovation Community Summit The New Investment Order

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

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AI is no longer a future trend. It is already reshaping how research is produced, how portfolios are managed, how firms operate, and increasingly how decisions are made.

The question is no longer whether AI will change investment management. The question is where competitive advantage comes from when everyone has access to the same models.

Join the CFA UK Technology & Innovation Community Summit for an interactive evening exploring the future of investment decision-making. Bringing together leaders from asset management, banking, technology, digital assets and quantum research, the summit moves beyond AI hype to focus on what investors should actually build, rethink and challenge today.
 
If your investment process looks the same as it did two years ago, this summit is for you.

Together we'll explore:

• What separates firms successfully deploying AI from those stuck in pilot mode
• Where human judgement still provides an edge
• How AI is changing the role of investors, analysts and portfolio managers
• Whether quantum computing is moving from research to real-world value
• What digital assets, tokenisation and programmable markets mean for investment firms
• How investment organisations should adapt their operating models for the next decade

Expect expert talks, candid debate, audience challenges and structured roundtable discussions rather than passive presentations. You'll leave with practical ideas, fresh perspectives and a clearer view of where competitive advantage may come from next

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:

Keynote: Jeremy Leung, CFA, Investment AI Solutions Manager, T. Rowe Price

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

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

Justin Xu, Chief Quant & AI Officer, Milltech

Elaine Xu, Manager, EY

Kara Byun, Head of Fintech, HSBC Asset Management
 
Pablo Riveroll, Fund Manager & Global Head of Equities Research, Schroders
 
Stephanie Rowton, Senior Director, Tokenized Indices, U.S. Equity Indices, S&P Global
 
Dr. Ian Hunt, Advisor on Digital Assets, Schroders, Design Lead, FundAdminChain, Non Exec Director
 
Prab Bajwa, Managing Director, Senior Digital Assets Risk Officer, State Street

Jim Totty, CFA UK Sustainability Community Champion, Sustainable Private Markets Investor

Vishal Shete, Co-founder & CEO, Qubitra

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