AI in Alternative Investments and Financial Instrument Valuation: Practitioner Perspectives
Description
AI is becoming increasingly important in managing, analyzing, and optimizing investments and influencing how we navigate the interdependencies of capital and data flows, reporting, and legal and regulatory requirements in the private markets. This discussion between experts Andreas Dal Santo of BlueVal, Chandu Chilakapati of Aprio, and Prof. Michael Weinberg of Columbia Business School – practicing experts in finance, investment, and valuation - highlights many of the benefits, challenges, and future potential of AI in the world of alternative investments and financial instrument valuation.
- AI encompasses numerous subcategories, each with different applications, risks, and opportunities
- No clear uses for AI in alternative investments and valuation without continued human oversight
- AI might result in some industry jobs being lost, but there will likely also be new types of jobs created
Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses.
Guests:
- Chandu Chilakapati, Aprio
- Andreas Dal Santo, ABV, CFA, BlueVal
- Michael Weinberg, Adjunct Professor, Columbia Business School
Host: Howard Mah-Lee, Senior Manager, AICPA Valuation Services
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RESOURCES FOR FURTHER EXPLORATION
If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.
- AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online
- AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person only
- Business Valuation School - Sep 8-12, Raleigh NC, in person only
- Business Valuation School - Dec 1-5, Live online
Accounting and Valuation guides from AICPA If you are an AICPA-FVS Section member see below for free access to these guides
- Valuation of Privately Held Companies Equity Securities Issued as Compensation
- Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies
Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content
- Valuation of Privately Held Companies Equity Securities Issued as Compensation
- Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies
The FVS Valuation Podcast archives
LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:
Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic
Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic
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