Discover how AI is transforming wealth management—from hyper-personalized portfolios and predictive client insights to real-time fraud detection and automated compliance. But innovation carries risk: How do we mitigate algorithmic bias, cybersecurity threats, and regulatory gaps? This session unpacks practical AI applications while confronting the critical risk framework needed to harness its power responsibly.
Key elements:
Use cases: Personalization, predictive analytics, fraud detection, compliance.
Risk focus: Explicitly addresses bias, cybersecurity, and regulatory challenges.
Balance: Emphasizes both innovation and governance.
Featured Speakers
Cordell L. Tanny, CFA, FRM, FDP
Founder, Vault42 AI | Lecturer, Concordia University
With 25+ years in quantitative finance and portfolio management, Cordell designs AI-powered investment systems and advises institutions on risk-focused asset strategies. He co-founded Digital Hub Insights and teaches AI applications in finance at Concordia.
Dr. Ahmed Eissa, Ph.D., FDP
Assistant Professor of Finance, John Molson School of Business
A researcher at the intersection of machine learning and behavioral finance, Dr. Eissa developed Concordia’s AI for Finance curriculum and is a member of the Applied AI Institute. His award-winning work focuses on socially responsible and data-driven investment practices.
Stay ahead of the curve—join us to explore how AI can be leveraged responsibly in the future of wealth management.
