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Hosted by  CFA Tampa Bay

Coffee with the Experts: AI and Thematic Investing

Artificial Intelligence (AI) has commanded the market’s attention with technology stocks leading the pack in 2023. Can you use emergent technology to potentially make better decisions in capital markets? Did OpenAI’s launch of ChatGPT mark a “tipping point” for AI and NLP models working their way into everyday use?

NDR’s Senior Portfolio Strategist, Patrick Tschosik, CFA, CMT, discusses thematic investment opportunities and takes a closer look at emerging winners in the AI space.

Bring your favorite morning brew and join the conversation.

Thursday, October 19, 2023
8:30 AM - 9:20 AM Eastern Time


Zoom Virtual Meeting Platform

Speaker Profiles


Patrick Tschosik, CFA, CMT
Senior Portfolio Strategist, Head of Thematic Research
Ned Davis Research

Pat leads Thematic Opportunities, NDR's most actionable investment research product. Pat authors Theme Initiation, Thematic Focus, and On the Radar publications, which provide recommendations and insights on unique, emerging macro-driven trends. Pat also provides investment recommendations based on NDR strategist high-conviction overweight recommendation.

Prior to the Portfolio Strategist role, Pat served as NDR's U.S. Sector Strategist for four years, and Consumer Strategist for 10 years. Pat began his investment career covering Consumer Staples for Bank of America Capital Management in St. Louis, MO. Subsequently, Pat worked as a Senior Equity Analyst at RCM Capital Management in San Francisco, CA, covering Consumer Discretionary and Consumer Staples industries. He joined Ned Davis Research Group in 2006.

Pat has been featured as a guest on CNBC and Bloomberg television in addition to being quoted by The Wall Street Journal. Pat earned his Master of Business Administration from the University of Chicago Booth School of Business and has a Bachelor of Science in Computer Science from Illinois State University. Pat is a CFA charterholder and is a member of the CFA Institute. He is also a Chartered Market Technician and a member of the Market Technicians Association.

Event ID  233