Technology & Innovation skills pathway: Automated Fundamental Analysis with Agentic AI (2 of 3)

Thursday 12 June 2025 | 17:00 - 18:00 | Webinar

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

Join us for a practical session with Hanane Dupouy, Director, Algorithmic Trader, CFA, an experienced finance professional, technologist and an expert in Generative AI, LLMs, AI Agents, and RAG. Discover how to build a multi-agent AI system to gather and summarise financial insights autonomously and enhance your work.

What You’ll Learn:

• How to use autonomous AI agents to analyse financial data 
• Agentic AI vs. Traditional AI: Understand the key differences 
• Understand Limitations and biases of AI-driven analysis
•  Practical Skills: Build AI agents with clear, system prompts and tool usage 

• Create specialised AI Agents – such as profitability and liquidity agents, to analyse financial ratios and deliver valuable insights

• Leverage the AgentWorkflow class from LlamalIndex to streamline agent orchestration and execution

Don’t miss this hands-on session designed for investors looking to leverage cutting-edge AI for smarter financial insights.

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. 

Speakers

Hanane Dupouy

Hanane has an engineering degree and a specialised master’s degree in finance from French business schools. Hanane managed a team of data scientists and business intelligence professionals in a French bank. Later, Hanane transitioned into algorithmic trading in the equity department, designing and implementing strategies to execute client orders effectively.  Hanane bridges the gap between cutting-edge technology and practical business solutions. She explores how AI frameworks can be tailored to solve complex challenges in finance and beyond.

The webinar is hosted by Technology & Innovation Community Champion Carlos Salas, CFA, investor, portfolio manager, investment research analyst and data scientist. Carlos is FCA-regulated investment professional with verifiable investing track record. 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.

Timings

 17:00 - 18:00

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