AI in Alternative Investments and Financial Instrument Valuation: Practitioner Perspectives

AI is becoming increasingly important in managing, analyzing, and optimizing investments and influencing how we navigate the interdependencies of capital and data flows, reporting, and legal and regulatory requirements in the private markets. This discussion between experts Andreas Dal Santo of BlueVal, Chandu Chilakapati of Aprio, and Prof. Michael Weinberg of Columbia Business School – practicing experts in finance, investment, and valuation - highlights many of the benefits, challenges, and future potential of AI in the world of alternative investments and financial instrument valuation. AI encompasses numerous subcategories, each with different applications, risks, and opportunities No clear uses for AI in alternative investments and valuation without continued human oversight AI might result in some industry jobs being lost, but there will likely also be new types of jobs created Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests: Chandu Chilakapati, Aprio Andreas Dal Santo, ABV, CFA, BlueVal Michael Weinberg, Adjunct Professor, Columbia Business School Host: Howard Mah-Lee, Senior Manager, AICPA Valuation Services Please share your thoughts about the episode - click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links. Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders AICPA Forensic & Valuation Services Conference , Oct 28-30, Aurora, CO, in person and online AICPA Expert Witness Skills Workshop , Oct 28-30, Aurora, CO,in person only Business Valuation Schoo l - Sep 8-12, Raleigh NC, in person only Business Valuation School - Dec 1-5, Live online Accounting and Valuation guides from AICPA If you are an AICPA-FVS Section member see below for free access to these guides Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies The FVS Valuation Podcast archives Using AI In Your Valuation Practice Valuing Complex Financial Instruments Valuation Considerations in Equity Compensation LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

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AI in Alternative Investments and Financial Instrument Valuation: Practitioner Perspectives is an episode from FVS Podcasts by AICPA Forensic and Valuation Services (FVS).

This episode is 30:32 long.

This episode was published on Jul 10, 2025.

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