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AI in Alternative Investments and Financial Instrument Valuation: Practitioner Perspectives
07/10/2025
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 - Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to RESOURCES FOR FURTHER EXPLORATION If you’re using a podcast app that does not hyperlink to the resources, please visit our to access the show notes with direct links. , Oct 28-30, Aurora, CO, in person and online , Oct 28-30, Aurora, CO,in person only l - Sep 8-12, Raleigh NC, in person only - 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 Exclusive content available with AICPA FVS Section membership: this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content The FVS Valuation Podcast archives Accredited in Business Valuation (ABV®) – and check out the Certified in the Valuation of Financial Instruments (CVFI®) – and check out the Certified in Financial Forensics (CFF®) - and check out the 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
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