

Democratizing Wealth Management With AI
Dec 28, 2023
Chirag Yagnik, Co-founder of Arta, discusses the role of AI and machine learning in wealth management and the challenges of applying it in the finance industry. They explore the benefits of family offices and alternative assets, as well as the application of machine learning in portfolio management. The significance of domain-specific data and knowledge graphs in optimizing AI systems is also explored. The podcast touches on high frequency trading, generative AI in wealth management, and the fast-paced nature of quantitative finance.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 4min
Challenges of Developing Financial Models and the Importance of Diversification
04:02 • 10min
Family Offices and Alternative Assets
14:21 • 3min
The Role of Machine Learning in Portfolio Composition and Management
17:11 • 16min
The Role of Domain-Specific Data and Knowledge Graphs in AI Systems
33:36 • 3min
High Frequency Trading and Generative AI in Wealth Management
36:47 • 9min
The Fast-Paced Nature of Quantitative Finance and the Role of ML and AI
45:29 • 2min