Smarter Investing with AI: Tools for Today’s Financial Advisor – QuantumStreet AI – 12.3.25

Summary:

Discover how AI can support financial professionals with powerful insights and tools designed to enhance client outcomes and streamline the investment process.

In this session, we’ll explore how artificial intelligence is reshaping the way advisors analyze investments, construct portfolios, and grow their practices. You’ll gain actionable takeaways to strengthen client relationships and improve efficiency in your day-to-day work.

We will cover:

• The Future of Investment Analysis & Portfolio Construction – Explore how AI supports advisors in making more informed investment decisions.
• Growing Your Practice with AI-Driven Techniques – Learn how AI-powered insights can strengthen client conversations and strategy.
• The IBM Watson / QuantumStreet AI Partnership – Understand how trusted technology partners are delivering advisor-focused solutions.
• Demo of the QuantumStreet Platform – See how AI provides actionable support to enhance your investment process.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Chris Natividad is the Chief Investment Officer and Co-Founder of QuantumStreet AI. He brings over 20 years of experience in institutional investment management, with a track record of managing multi-billion-dollar onshore and offshore portfolios. Prior to founding QuantumStreet AI, Chris held portfolio management and analysis roles across multiple asset classes at Apple, Goldman Sachs, and Franklin Templeton. He holds an MBA, BS, and BA from the University of California, Berkeley.

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.

Amy Simeone is an ISV Success Manager at IBM, renowned for her expertise in nurturing and expanding strategic partnerships with MSSPs, distributors, resellers, and solution providers. With a proven track record in the channel, Amy has been honored by CRN as one of the “100 People You Don’t Know But Should” in 2021. Prior to her channel career, Amy excelled in leading Sales Operations teams, earning global acclaim for enhancing sales efficiency and driving revenue growth at leading cybersecurity technology firms.