Portfolio Manager Mariya Entina joins Product Associate Carl Compton to discuss how DoubleLine is harnessing artificial intelligence as a tool in its investment process and the opportunities for investors as the use of AI evolves and expands across industries.
Topics include:00:00 - Ms. Entina shares her “athlete in training” metaphor for thinking about AI.
01:05 - Going beyond Nvidia and OpenAI, she discusses opportunities that she thinks are being overlooked in the AI space.
02:10 - Ms. Entina talks about how the need for data centers and infrastructure funding has created investment opportunities.
02:58 - Looking at the big picture, she lays out her thoughts on how AI will impact the nature of work and how humans will interact with machines.
04:36 - The episode concludes with Ms. Entina talking about how she is adapting AI into DoubleLine’s analysis process.
Ms. Entina joined DoubleLine in 2019. She is a Portfolio Manager on the Global Developed Credit team, focusing on investment grade corporate bonds. In addition, she is a contributing member of the Fixed Income Asset Allocation Committee and a corporate sector specialist on DoubleLine’s Responsible Investment team, overseeing and monitoring the Responsible Investment integration for the Global Developed Credit team. Prior to DoubleLine, Ms. Entina was an Investment Research Analyst at Pacific Life, where she covered transportation, aerospace & defense, automotive OEMs, captive finance, auto parts suppliers, diversified manufacturing and infrastructure credit. Prior to Pacific Life, she held roles at Capital Group and KPMG LLP. She holds a B.A. in Economics and Accounting from the University of California, Los Angeles. Ms. Entina is a licensed CPA, CFA® charterholder, SASB FSA Credential Holder and has earned the CFA Institute Certificate in ESG Investing.