AI in Alternative Investments and Financial Instrument Valuation> Practitioner Perspectives

BlueVal's partner Andreas Dal Santo, CFA, ABV, Chandu Chilakapati, Managing Director at Aprio, and Professor Michael Oliver Weinberg, CFA, of Columbia Business School, discuss how artificial intelligence is reshaping valuation and investment practices—especially in private‑market alternative investments and the valuation of financial instruments—with Howard Mah‑Lee, CFA, CAIA, ABV, FMVA, Senior Manager of Valuation Services at AICPA. Topics of interest include how AI tools drive valuations in private markets and best practices for integrating machine learning into valuation workflows.