LEARN TO Leverage
Artificial intelligence THROUGH AI academy

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

Join The Program

Price: $2,250

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

don’t replace your process; enhance it with ai

AI has reached an inflection point, achieving real enterprise adoption in multiple industries. Deploying AI in investment research offers the promise of significant productivity gains and deeper investment insights.

However, a balanced, evidence-based approach is necessary. Poor data quality, hallucinations, and the challenges of cultural and workflow transformation have led to a slower relative adoption of AI in investment research. Will AI tools sacrifice quality for speed? And can AI tools ultimately drive better investment outcomes, helping managers better protect & grow investor capital?

AI for Investment Research is a no-code, user-focused program designed to help fundamental analysts discover how AI augmentation can increase both speed and depth of analysis without sacrificing research quality, situation comprehension, and the judgment & intuition that defines successful investing.

Our approach blends structured curriculum, a “master class” guest speaker panel, interactive AI case studies, community learning, vendor discovery, and a capstone AI showcase where students will present their most compelling AI use cases. Students will leave with immediate, actionable process improvements and a framework for continuous adaptation as AI capabilities rapidly evolve.

free webinar Replays

Get a chance to learn directly from our instructors before joining the program. These recorded live sessions give you a taste of how we teach and how AI is actually being used in investment workflows.

Webinar 1:
With Brett & Kris – Explore 6 real workflows and how AI fits in

Navigate Earnings Season with AI

Webinar 2:
With Brett & David – Learn practical prompts that analysts actually use

Prompting for Investment Research

In public equity markets,
comprehension & precision matter

what‘s included in the program?

14 Hours of instruction available on demand

  • Prerecorded virtual classroom sessions that can be viewed at any time

  • Slide presentations and additional materials are available for download

AI labs and office hours

  • Workflow-focused AI labs that create a testing environment for you to evaluate the top vendor tools, which are made avaialble to all students through extended trials

  • Office Hours sessions where you can ask questions directly to our instructors or submit a question to the mailbag

Guest Speaker Sessions

  • On-demand 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

ENROLL NOW
DOWNLOAD SYLLABUS

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

  • A professional man with brown hair and a beard, smiling, wearing a dark blue checked suit jacket and a white dress shirt, against a light gray background.

    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.

  • A smiling man with short dark hair and wearing a blue and white checkered shirt stands against a solid teal background.

    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.

  • A woman with shoulder-length brown hair, smiling, wearing a black shirt, standing with arms crossed against a plain gray background.

    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:

A professional man with gray hair and beard, wearing a white shirt and dark blazer, smiling. To the right, a quote attributed to Jim Falbe about AI helping amplify or accelerate processes. The logo for Fundamental Edge is at the top right corner.
A man with black hair wearing a beige polo shirt, smiling at the camera, next to a quote about AI applications and competition.

Complementary perspectives to explore ai from all angles

  • Close-up of a smiling middle-aged man with dark hair, a beard, and brown eyes, wearing a dark suit and white shirt, against a gray background.

    Jim Falbe

    Former Managing Principal at Saguaro Capital which was a long-only, AI-powered investment firm, and a former Portfolio Manager at Vulcan Value Partners

  • A man with black hair, wearing a gray T-shirt with white text, smiling at the camera against a white background.

    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

  • A young man with dark, curly hair wearing a blue blazer, a checked shirt, and a grey tie, standing in front of a brick wall.

    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

  • Serious man with a beard and white shirt in an office setting.

    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

  • Portrait of a smiling young man with black hair, wearing a beige polo shirt, standing against a plain light gray background.

    Thomas Li

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

  • A man with long wavy blonde hair, blue eyes, and a light complexion, wearing a navy blazer and light blue collared shirt, smiling at the camera.

    Michael Watson

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

  • A man with short dark hair and a beard smiling and laughing, wearing a gray shirt, against a beige background.

    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

  • A smiling man with dark hair and a beard standing outdoors with trees in the background.

    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

  • A woman with long dark hair sitting at a desk, smiling, with two computer monitors displaying code or data.

    Ying Hua

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

  • Close-up of a smiling man with fair skin, brown hair, and hazel eyes, wearing a black crew neck shirt, against a plain gray background.

    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

  • Close-up portrait of an Asian man with short black hair, wearing glasses, a white collared shirt, and a black sweater, smiling softly.

    Nan Lu

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

  • A young man with dark hair and a beard smiling outdoors, wearing a black jacket and white shirt, with trees and a building in the background.

    Nico Christie

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

  • A young woman with long black hair, wearing a black top and earrings, smiles at the camera in front of a red brick wall.

    Connie Lee

    Founder & CIO of Felis Advantage, former Partner at Tiger Global, with past roles at Berkshire Partners, BCG, and a fintech startup

  • Artem Fokin

    Artem Fokin

    Founder of Caro-Kann Capital, former Principal at Outrider Management, with a background in international tax law at Greenberg Traurig

  • A young man with dark hair, wearing a dark blue suit and white shirt, smiling against a dark background.

    Andrew Freedman

    Partner at Hedgeye, former Communications Sector Head and Healthcare Analyst, with prior experience at Clearbrook Global Advisors

  • Cartoon of a young man with dark hair and eyebrows, wearing a white hoodie, with a small yellow bird sitting on his shoulder.

    Joe O'Donnell

    Former Partner at Tiger Global Management and currently the CEO of Canary Data, an investment-risk database built for investment professionals.

FAQs

  • The prerecorded live instruction is around 14 hours long. Additionally, we will proctor 5 month-long case studies with office hours. With self-paced guest speakers, total cohort time will exceed 40 hours. All sessions are recorded & available for replay for up to 12 months.

  • We will primarily focus on slower evolving principles such as workflow decomposition & process augmentation. Inescapably, we will discuss many fast-evolving areas, but will put forth suggestions to keep up with these evolutions

  • A subscription to Claude, Gemini & ChatGPT. A stack of extended finance domain vendor trials will be offered

  • No. We will not discuss engineering principles of building an LLM. This course will focus on the user’s perspective in investment research

  • We will send a pre-req reading & YouTube list, but there are no technical skills required