AI and Machine Learning in Investment

AI and Machine Learning in Investment
At this VIRTUAL event you will discover the practical applications of AI and machine learning in investment management! Tailored for financial professionals, learn how to leverage these technologies to stay ahead in the industry.


At the CFA Society Chicago our mission is to lead the investment profession by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. We help our members to stay abreast of latest trends, which includes leading edge research into adoption practices of artificial intelligence (AI) and big data.

The CFA Institute Research Foundation has published a Monograph: Handbook of Artificial Intelligence and Big Data Applications in Investments, by Larry Cao, CFA and Editor. In this AI webinar, our expert professionals will discuss important points of interest in this publication and cover the application of AI and Machine Learning in everyday investments.  Please join us in this discussion by embracing the advancement of technology to find ways to work in harmony with the evolving fintech landscape.

What you will learn:  

Discover the practical applications of AI and machine learning in investment management!
Gain invaluable insights into portfolio optimization, risk management, and decision-making processes.
Join industry experts, leaders, and peers to explore real-world case studies, cutting-edge technologies, and emerging trends.
Deepen your understanding and expand your skill set in this rapidly evolving field.
Unlock new possibilities and enhance your career prospects with this event focused on AI and machine learning in investment management.

Who should attend:
Tailored for financial professionals, learn how to leverage these technologies to stay ahead in the industry.


4:00 - Welcome and introductions

4:05 - Conversation begins with moderator Monique Thanos, CFA (co-chair of EAG) 

4:50 - Audience Q & A

5:00 - Conclusion


Peeyush Shukla, CFA 

Peeyush Shukla, CFA, is Heitman’s Chief Information and Technology Officer and a member of the Global Management Committee. In this role, he is directly responsible for leading Heitman’s Information Technology initiatives and Infrastructure Group in support of Heitman’s global investment management business. Working with the Executive Leadership team and business unit heads, Shukla defines and implements strategies that ensure the firm’s technology and systems are able to support the firm’s business objectives. Prior to joining Heitman, Shukla was Managing Director, Data Strategy, Analytics and Multi-Asset Solutions Technology for Nuveen Investments, where he was responsible for creating the technology strategy and roadmap for a multi-year, multi-phase, cross-functional effort to develop Nuveen’s next generation cloud-based platform for data management, investment management, performance/risk measurement, reporting, and analytics across its multiple investment strategies and asset classes. In his career, he has also held senior technology roles with Mesirow Advanced Strategies, Inc. and Solo Cup and has served as a technology consultant for Cambridge Technology Partners and Fimat USA. Shukla received a Master’s in computer science from the Birla Institute of Technology and Science in Pilani, India and an MBA in finance and strategy from the Kellogg School of Management at Northwestern University. He is also a Chartered Financial Analyst (CFA) and Financial Risk Manager.


James Boudreault, CFA serves as Global Head of Data Science at CME Group. He leads the department that provides analytics relating to customers, product, and industry landscapes in which CME Group operates. He is responsible for data science and developing AI-enabled client-facing tools.  He has expertise in data, analytics, cloud technologies, leadership, innovation, and economic thought leadership. Boudreault previously held roles at CME Group in the Products & Services, Research & Product Development, and Business Development areas. Prior to joining CME Group, he held various positions at Wellington Management and State Street within their portfolio management, trading, and business development teams. Boudreault holds a bachelor’s degree in finance from the University of Massachusetts at Amherst. He earned the Chartered Financial Analyst® designation, is a board member of the CFA Society Chicago Board of Directors and served on multiple advisory groups for the Society including co-chair of the finance committee. He is a board member of the Corporate Advisory Board of Southern Illinois University’s Pontikes Center for Advanced Analytics and Artificial Intelligence.  He is a retired captain in the United States Army and is an Iraq War veteran. 

Lee Davidson, CFA

Lee Davidson, CFA, is chief analytics officer for Morningstar, Inc. He leads the global analytics group responsible for Morningstar’s analytics products and services. Davidson sets the company’s AI and analytics vision and roadmap, aligning with the firm’s strategic business goals. He contributes to the strategy, methodologies, and implementations for several analytics services including the Morningstar Intelligence Engine, Mo, Analytics Lab, Medalist Rating, Portfolio Risk Score, Risk Model, Portfolio Optimization, Advice Engines, among other offerings.  


Before assuming his current role in 2023, Davidson was head of global manager research and global quantitative research beginning in 2020 for Morningstar Research Services a subsidiary of Morningstar, Inc. In 2014, he founded Morningstar’s Quantitative Research department and scaled it into a world-class research function. During this time, he championed Morningstar’s adoption of cloud computing and contributed to the design for Morningstar’s central data platform. Prior to that, he held analyst roles in Morningstar’s research team. He joined Morningstar in 2010 as a product consultant. 


Davidson holds a bachelor’s degree in economics from the University of Chicago and a master’s degree in business administration from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst® designation.


Monique Thanos, PhD, CFA, FRM, is a Director at Lukka working in crypto. Previously, she led quantitative research groups in traditional finance, developing and managing investment portfolio strategies and also working in risk management. Her expertise spans across multiple asset classes and areas of finance from working in different financial services companies like Kabouter Management, AIG, Ronin Capital and US Bancorp. She is also a Professor at the University of Illinois Urbana-Champaign, where she teaches topics in finance related to artificial intelligence and crypto. Before starting her career in finance, she worked towards her physics doctorate degree at Fermi National Laboratory. Monique is a CFA chartholder and holds the Financial Risk Manager certification.


Members Complimentary

$20 Non-Members

Student Members Complimentary

Or function ticket 

(payable by cash, check, credit card or function ticket)

Attire: Business casual 


*Special Notes Regarding Fees:

Regular, Candidate, and Affiliate Members may apply function tickets as payment for Non-member or Student-Member. Credit card required to guarantee ALL reservations except for reservations using Function Tickets. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, October 4.

Free or Low-cost Events:

A credit card is required to guarantee ALL reservations. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover Card are accepted. Cancellations accepted on October 4 until 5:00 pm, XX. If guests fail to cancel before the deadline and/or fail to attend the event they will be charged a $20 fee.

Passport Program:

This is a "Passport Program." Members of any local CFA society may attend at the CFA Society Chicago member rate. If you are only a member of CFA Institute, you do not qualify for the society member rate.

CFA Institute CE Qualified Activity:

This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. 

10/5/2023 4:00 PM - 5:00 PM
Registration not available.

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