Technology and AI: Impacts on Investment Research and Compliance

This presentation will walk through the evolving nature of AI and Technology tools as they relate to CFA Professionals. Topics will include: the impact of AI on Investor Reporting, utilizing AI tools for research, and advanced computing tools for Compliance and Investigations. Brian Mayr, CFE - Brian is a Director in BDO’s Forensics practice with experience assisting multinational corporations and counsel with investigative and regulatory compliance matters. He focuses on cross-border investigations, litigation support, profit and damages calculations, and proactive corporate compliance assessments across a variety of industries including financial services, banking, real estate & investments, manufacturing, logistics, and aerospace & defense. Jakob Robinson, CAMS, CFE – Jakob is a Manager within BDO's Data Forensics practice with an emphasis on Financial Services investigations and compliance. Jakob is a Certified Anti-Money Laundering Specialist (CAMS) and Certified Fraud Examiner (CFE), where he utilizes structured data analytics to assist clients across a variety of industries to combat Money Laundering, Third-Party Risk, and compliance/internal control risks.