Generating Alpha With AI – Quantum Street AI – 4.29.25

Overview:
Title: Generating Alpha With AI
Date: Tuesday, April 29, 2025
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

On Demand CE

IBM Watson partnered with QuantumStreet AI to enhance investment performance for advisors utilizing AI-driven investment solutions. More than $7 billion in institutional assets have been directly allocated since 2017 to these AI-driven strategies, and the results are undeniable. Join us for this live and unique examination of the world of machine learning and artificial intelligence as it relates to stocks, bonds, ETFs and fund performance as well as more efficient portfolio construction and asset allocation considerations. We will cover:

  • Gaining an investment edge utilizing proven machine learning models
  • The IBM Watson / QuantumStreet AI partnership to improve advisor portfolio outcomes
  • The future of investment analysis and portfolio construction
  • Growing your practice utilizing AI-driven techniques

    • Accepted for 1 CFP/ IWI / CFA CE Credit

    Speakers:
    Ron Insana Ron Insana EVP QuantumStreet AI Wealth

    Ron Insana is the CEO of iFi.AI and Executive Vice-President of its parent firm, QuantumStreet AI.

    He is also a senior analyst and contributor for CNBC who covers the most pressing economic and market issues of the day and contributes economic commentary and analysis to MSNBC, as well.

    For four decades, Insana has been a highly respected business journalist, money manager and market strategist, who began his career at the Financial News Network in 1984 and joined CNBC when FNN and CNBC merged in 1991.

    Insana is well-known for his high-profile interviews and moderated conversations, which included Presidents Bill Clinton and George W. Bush; government officials from Former Treasury Secretaries Nicholas Brady to Robert Rubin and Lawrence Summers, to Federal Reserve Chairs, from Paul Volcker to Alan Greenspan to Ben Bernanke and other leading cabinet officials, billionaires and business luminaries over the last several decades.

    Insana was named one of the “Top 100 Business News Journalists of the 20th Century” and was nominated for a news and documentary Emmy for his role in NBC’s coverage of 9/11.

    He has authored four books on Wall Street and is a highly regarded lecturer on domestic and global economics, financial markets and economic policy issues.
    Art Amador Art Amador COO QuantumStreet AI

    Art Amador, CFP® is QuantumStreet AI’s COO and co-founder, bringing nearly two decades of experience in the investment management industry and is a pioneer in application of AI to investing. Prior to QuantumStreet AI he spent 8 years serving as a Vice President at Fidelity Investments, where he was responsible for over $1.5 billion in assets. In 2012, Art was recognized as Fidelity’s #1 consultant in the U.S. He holds the professional designation of Certified Financial Planner, an MBA from the Haas School of Business at UC Berkeley, and a BS in Financial Services from San Diego State University where he graduated Magna Cum Laude and #1 in his major.
    Nagi Vedati Nagi Vedati Build Go To Market – ISV Success Manager (ISM) IBM Global Sales

    Nagi is a Global Business Development Leader specializing in technology strategy, cloud, and AI. Expert in building ISV ecosystems, technology roadmaps, and aligning IT solutions with business needs in Financial Services and Telecom sectors.