Technology & Innovation skills pathway: AI Agents 101: A hands-on introduction for smarter investing (1 of 3)

Tuesday 20 May 2025 | 17:00 - 18:00 | Webinar

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

Join us for a practical introductory session with Carlos Salas, CFA, an experienced investor, portfolio manager, and data scientist, as he breaks down AI Agent Frameworks and their real-world applications. This webinar is designed to help you create your own first basic AI agent to enhance your workflow.

Get an introduction to AI Agents, discover how to choose the right framework and how to leverage them for smarter, more efficient decision-making. You’ll even get a couple of Python code snippets and inspirational examples of how to use them.

What You'll Learn:

• What is an AI agent? Understand how it works and why it matters.
• Review of the top AI agent frameworks: Discover the most popular tools and their capabilities.
• Choosing the right framework: Learn the key criteria for selecting the best fit for your needs.
• Agent frameworks vs. LLMs: Grasp the differences between using an AI agent framework and interacting with LLMs directly.
• Hands-on Experience: Create your first basic AI agent to enhance your workflow.

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

Timings

17:00 - 18:00

Speakers

Carlos Salas, CFA 

Carlos is FCA-regulated investment professional with verifiable investing track record and education credentials including MSC in Finance, CFA, CQF and MSC in Data Science and Machine Learning. He works on investment research projects spanning equity research, asset allocation, ML/AI model development, and portfolio management for institutional clients such as hedge funds, RIAs, pension plans, and family offices.

The webinar is hosted by Technology & Innovation Community Champion Ariana Kosyan, CFA, Director, Web3/Blockchain, Generative AI, Digital Transformation, EY

Ariana is an innovative Web3 and AI leader with expertise in Transfer Pricing, International Tax, and Digital Transformation. Ariana leverages advanced technologies like Blockchain and AI to drive business innovation and strategic partnerships. Ariana is an active speaker and published author. She explores tech’s impact on tax and legal functions, fostering collaboration and corporate transformation.

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