Technology & Innovation skills pathway: AI-Driven Portfolio Management: How Agentic AI can optimise and rebalance in real time (3 of 3)

Thursday 19 June 2025 | 13:00 - 14:00 | Webinar

This webinar is part of CFA UK’s Technology and Innovation pathway and is brought to you by Technology & Innovation Community.

Learn how to use AI-powered automation to create self-adjusting portfolios. Discover how Agentic AI can help you build smarter, more adaptive portfolios that respond to market changes.

What You’ll Learn:

• Automated Market Tracking: Set up Agentic AI to monitor and respond to market conditions autonomously.
•  AI-Powered Risk Management: Use AI to automate risk controls, detect anomalies, and hedge against volatility.

Join us to explore how Agentic AI is transforming portfolio management with smarter automation and adaptive strategies.

This webinar is designed for investors and finance professionals aiming to enhance their AI skills and make smarter, data-driven investment decisions. While tailored for finance professionals, data scientists interested in applying AI frameworks in financial contexts are also welcome. 

Timings

13:00 - 14:00

Speakers

Nicole Koenigstein, Co-Founder, CEO, and Co-Chief AI Officer, Quantmate

Nicole Koenigstein is the Co-Founder, CEO, and Co-Chief AI Officer at Quantmate, a deep-tech fintech company developing AI agents for portfolio management and strategy development via natural language. She is a globally recognised thought leader in large language models and agentic architectures, with a particular focus on their transformative applications in quantitative finance.

As a guest lecturer, Nicole shares her expertise in Python, machine learning, and deep learning at universities. She is also a frequent speaker at AI and quantitative finance events.

Nicole has authored Math for Machine Learning and Transformers in Action with Manning Publications. Her forthcoming book, Transformers: The Definitive Guide – Applications Beyond NLP, will be published by O’Reilly Media.

Other events in the Technology & Innovation Skills pathway: 

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Please note if you require special assistance or have specific access requirements, please contact the events team at events@cfauk.org