Bruin Professionals Encino Chapter Meeting
Tue 5/27/2025 • 7AM PDT
Merrill Lynch, Pierce, Fenner & Smith Inc. • Encino CA
Join BP Encino Chapter on their monthly meeting!
How a Registered Investment Advisor is utilizing and applying AI and machine learning
This session will cover the Liquid Leaders Equity Strategy and how a financial advisor is using AI and machine learning to make smarter investment decisions. We’ll discuss how these technologies help identify strong companies, build better investment portfolios, and manage risks more effectively. Whether you're new to investing or just curious about how AI is shaping the financial world, this meeting will provide a clear and easy-to-understand look at how technology is improving the way investments are managed.