Session Descriptions

The Evolution of Portfolio Management

Tuesday, August 26, 2025

2:00 p.m. to 3:00 p.m.

Portfolio management has evolved from simple backward-looking reports to in-depth analysis and sophisticated models. This session will explore how the next evolution will transform portfolio management into a forward looking, predictive discipline utilizing AI and interactive visualizations.

Learner Outcomes:

1. How to use data, risk factors and scenarios to integrate portfolio management with stress testing, CECL and business planning whether your portfolio is highly geographically/commodity concentrated or is comprised of a portfolio of portfolios.
2. Tips to utilize AI to dig deeper and more efficiently into your portfolio.
3. Understand the skills and tools needed by the portfolio risk manager/team of tomorrow.