Encino May 2025 Chapter Meeting

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.

Speaker:

Michael Anderson

Mike Anderson is a nationally recognized investment company executive and licensed fiduciary.  Based in Los Angeles, California, he is Executive Vice President of The L. Warner Companies, an Independent Registered Investment Advisor. In a career spanning more than 35 years, Mike has managed over $3 billion in client assets, advised over 25,000 clients to and/or through retirement, and managed assets in the highest tier of American business, the Fortune 100. He has served as a board director, chair, executive officer and president for organizations on both the regional and national levels. As a two-time graduate of UCLA, Mike is engaged in alumni leadership, university governance, and campus-wide philanthropy. In 2017, he was nominated and elected as a life member of the UCLA Order of the Golden Bruin by his peers for exemplary service to the University

Cost: Free

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