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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