LEARN TO Leverage
Artificial intelligence THROUGH AI academy

a 6-month program designed to help public equity analysts harness the power of AI to augment workflows and enhance processes.

Price: $1850 for a 6-month program

Cut through the noise and discover how to augment your INVESTMENT process with AI

don’t replace your process; enhance it with ai

Most AI tools weren’t built for buyside analysts.

The investment process requires vigor, confidence, and accurate data. Although general AI models fail to consistently clear this hurdle, the last few months have seen rapid developments in tools designed specifically for buyside investors.

Many buysiders are looking to incorporate AI in their investment process but rightfully distrust the general-use tools that exist. Even as specialized, investment-focused AI platforms continue to develop, it can be difficult to distinguish the “AI slop” from the tools with real use cases.

That’s why we created AI for the Investment Process.

During the 6-month program, a team of former buyside professionals and current AI industry leaders will guide you through the best AI tools available and how you can incorporate them into your workflows. We have already done the work of vetting the top platforms, curating a list of tools that you can integrate into your job in the seat. 

The goal isn’t to replace your process: It’s to increase the depth of your analysis and the inertia of your ideas. Don’t get left behind, enroll now to begin your journey towards being a more effective analyst.

Upcoming Webinar/Info Session

Join us for a session discussing program details, course objectives, and Q&A.

Program Details:

  • - 4 weeks of live lectures led by former buysiders and those building AI platforms

  • - 5 months of AI labs that allow you to get hands-on experience testing AI tools

  • - Over a dozen guest speaker sessions that dig deeper into key topics

  • - Access to proprietary extended trials with select AI vendors

When your valuable capital is on the line, you can't risk hallucinations or inaccurate sources.

what‘s included in the program?

  • - Month 1 live instruction

    • - Four virtual classroom sessions (with recordings for replay)

    • - Slide presentations and additional materials are available for download

  • - Month 2-6 Office Hours & “AI Lab”

    • - Expert-hosted office hours and monthly “AI Lab” supported by extended vendor trials

  • - Guest speaker sessions

    • - Guest speaker panel of 15+ managers, vendors & consultants in investing-AI

  • - Community Table & AI Showcase

    • - Peer collaboration structure to identify & operationalize AI-augmentation best practices

THE CURRICULUM

  • Investment Research 2030

    • A brief history of investing tools

    • Our assessment of the current state of AI

    • Process, outcome & AI-augmentation

    • Three key barriers to AI adoption in investing

    • AI bull case: rapid & disruptive breakthroughs

    • AI base case: steady, helpful progress

    • AI bear case: edge cases & “auto complete”

    • Alpha: adaptive tools, adaptive markets

  • AI & Investing: first principles

    • The five pillars of AI-augmentation

    • Why a first principles intuition matters

    • LLMs 101: Architecture & mechanics

    • LLMs 101: Training data & its implications

    • LLMs 101: Retrieval & completion

    • LLMs 101: Hallucinations & transparency

    • The superpowers & blind spots of LLMs

    • Deploying LLMs in investment research

  • investment research prompting

    • Will prompting continue to matter? The bull/bear

    • Why prompting matters today: first principles

    • Prompting & hallucination mitigation

    • Anatomy of effective investing prompts

    • Advanced prompt techniques

    • Quick mastery: recursive prompting

    • Building your library of effective prompts

    • Real-world prompt examples

  • Where to start: system design

    • Six considerations for your AI journey

    • Buy vs. Build, and a hybrid approach

    • Generalist vs. domain-specific tools

    • Now, Next: Quick wins vs. transformational bets

    • Key data architecture foundations

    • The velocity vs. comprehension frontier

    • The excel problem: a key logjam

    • A/B testing & pilot project identification

  • Deconstructing your process

    • AI & investing: the heterogeneity of process

    • The art of comprehension & distillation

    • Process, judgment & alpha generation

    • Identifying your “three golden processes”

    • Decomposing what makes you special

    • An approach to documenting your process

    • The characteristics of a discrete workflow

    • Creating your own workflow document

  • Crafting your AI workflows

    • Reading stack, data dashboard & field research

    • Aligning workflows with model capabilities

    • Workflow document -> prompt library

    • Gaining confidence: parallel A/B testing

    • A framework for process blending: more with less

    • Crafting rubrics & checklists

    • Cultural considerations on precision vs. velocity

    • Aligning your culture around new frontiers

  • AI & Alpha Signal Generation

    • The opportunity in unstructured data

    • Digging deep: AI as a research super-power

    • Sector specialization & data identification

    • Creative AI approaches to field research

    • Learnings from a decade+ in “quantamental”

    • A prior: the alternative data alpha window

    • Building an AI-powered data dashboard

    • Expectations & set-up work with AI

  • Implementing your AI-system

    • One size decidedly does not fit all

    • Balancing velocity, precision & comprehension

    • Navigating obsolescence risk in your stack

    • Compliance & data privacy considerations

    • Building your vendor evaluation rubric

    • Frameworks for training & team alignment

    • Experimentation, iteration & evolution

    • The key question: will AI drive alpha?

CORE INSTRUCTORS

  • Brett CAUGHRAN

    HEAD TRAINER

    Brett brings 13yrs of hedge fund experience at Maverick, D.E. Shaw, Citadel, Two Sigma & Schonfeld.

    Brett founded Fundamental Edge in 2022 to help improve training on the buy-side. Brett has led over 750 buy-side analysts through Analyst Academy and has designed and delivered numerous custom analyst training programs.

  • David PLON

    INSTRUCTOR

    David is the Co-Founder and CEO

    of Portrait Analytics, an AI powered investment research platform. He draws from his experience as a buy-side analyst at The Baupost Group and Slate Path Capital to build AI tools tailored for fundamental investors.

  • Kris BENNATTI

    INSTRUCTOR

    Kris is the Co-Founder and CEO of Hudson Labs, where she leads the development of AI tools that transform financial disclosures and public data into actionable insights.

    As a licensed CPA and former data scientist, Kris taps into her deep knowledge of financial statements to develop buy-side ready tools.

AI Guest Speakers:

Complementary perspectives to explore factors from all angles

  • Daniel Swiecki

    Daniel Swiecki brings experience from previous roles at Walleye Capital, Maple lane Capital, Balyasny Asset Management L.P. and Andor Capital Management.

  • Jim Falbe

    Managing Principal at Saguaro Capital and former Portfolio Manager at Vulcan Value Partners, with a background in investment research and a foundation in education.

  • Suhas Pai

    CTO and Co-founder of Hudson Labs, NLP lead at Aggregate Intellect, Chair of TMLS, and former IBM engineer with a decade of experience advancing applied AI

  • Tarun Amasa

    Cofounder and CEO of Endex.ai, Thiel Fellow, and former engineer at Apple and Tesla, building frontier AI systems at the edge of innovation.

  • Jared Kubin

    Founder and CIO of Issachar Technologies, former tech investor at Adage Capital, with a decade of experience in public markets and a passion for faith-driven impact.

  • Thomas Li

    Co-Founder and CEO of Daloopa, former TMT investor at Angelo Gordon and Point72, building AI tools for financial decision-makers.

  • Michael Watson

    Co-Founder of Hedgineer, former Head of Equities Engineering at Citadel, with deep expertise in transforming investment firms through AI

  • Khe Hy

    Founder of RadReads and executive coach to top investors and founders, with a decade of hedge fund experience at BlackRock and Treedale Partners.

  • Raj Shah

    Co-Founder of Stoic Point Capital, former Partner at Light Street and Stillwater, with a decade of investing experience across hedge funds and private markets.

  • Ying Hua

    Founder of Implied, former Portfolio Manager at Balyasny and Analyst at Citadel, with deep expertise in insurance and AI-driven investing.

  • Brooker Belcourt

    Building an Internal AI System Bio: GM of Finance at Perplexity, former Head of Product at Tilt and Founder of Covey, with deep expertise in building products for financial services and investor communities.

  • Nan Lu

    Director at BlackRock AI Labs, former Director at Credit Suisse, building AI-driven systems at the frontier of quantitative finance.

  • Nico Christie

    Co-Founder of Fundamental Research Labs, founding team at PredictionStrike, and former pro athlete turned strategist

FAQs

  • You do not need a subscription to any AI platforms. We will provide vendor trials during the program.

  • No, once enrolled, you will have access to the platform however, the course will not begin until the live instruction.

  • Office hours & AI Labs will be held monthly in months 2-6. Links are provided within the course.