Event Calendar
Help for this page My CE Transcript
Hosted by  CFA Tampa Bay

Coffee with the Experts: Lee Davidson

A new revolution is underway in the financial space, powered by artificial intelligence. For the last few decades, computers have already changed how people save, invest and manage money. Today, smarter and more powerful machines are being fed those decades of past financial data, arming humans to make better predictions about the future.

Please join us on December 5th for Coffee with the Experts for a unique opportunity to talk with Lee Davidson, CFA, of Morningstar. Davidson led the team that developed MO, Morningstar's Chatbot.

Discover the practical applications of AI and machine learning in investment management. Tailored for financial professionals, learn how to leverage these technologies and stay ahead in the industry.

Tuesday, December 5, 2023
8:30 AM - 9:20 AM Eastern Time


Zoom Virtual Meeting Platform

Speaker Profiles


Lee Davidson, CFA
Chief Analytics Officer

Lee Davidson, CFA, is chief analytics officer for Morningstar, Inc. He leads the global analytics group responsible for Morningstar’s analytics products and services. Davidson sets the company’s artificial intelligence and analytics vision and road map, aligning with the firm’s strategic business goals. He contributes to the strategy, methodologies, and implementations for several analytics services including the Morningstar Intelligence Engine, Mo, Analytics Lab, Medalist Rating, Portfolio Risk Score, Risk Model, Portfolio Optimization, Advice Engines, among other offerings.

Before assuming his current role in 2023, Davidson was head of global manager research and global quantitative research beginning in 2020 for Morningstar Research Services, a subsidiary of Morningstar, Inc. In 2014, he founded Morningstar’s Quantitative Research department and scaled it into a world-class research function. During this time, he championed Morningstar’s adoption of cloud computing and contributed to the design for Morningstar’s central data platform. Prior to that, he held analyst roles in Morningstar’s research team. He joined Morningstar in 2010 as a product consultant.

Davidson holds a bachelor’s degree in economics from the University of Chicago and a master’s degree in business administration from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst® designation.

Event ID  239