AI ACADEMY
ENTERPRISE Solutions

comprehensive training for buy-side firms
seeking to improve analytical capabilities through
the power of AI augmentation

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The world's only
buy-side focused
AI practicum

AI Academy was designed by buy-side practitioners, for buy-side practitioners, with the goal of helping analysts generate more alpha with greater velocity. Instead of replacing processes, we focus on how firms can enhance workflows through the utilization of finance-specific AI tools.

This mindset allows us to independently evaluate each firm’s needs, ensuring we meet compliance requirements and seamlessly integrate all available data sources.

ONE OF A KIND WORLD CLASS TRAINING CREATED FOR
YOUR TEAM, YOUR CULTURE, YOUR WAY

Give your team the advantage of
laser focused training to fast track results.

Course objective:

AI Academy delivers hands-on, buy-side focused training that helps analysts and portfolio managers
apply AI directly within their research and decision-making process.

  • Fundamental foundation

    Understand how AI works and review case studies of how tech has impacted investing

  • First principles

    The pillars of AI augmentation and what AI can and can't be used for

  • Prompting

    Why prompting matters and how you can increase the efficacy of outputs

  • Deconstructing your process

    Dissecting your workflows and identifying where you can improve

  • Crafting AI workflows

    Enhancing your process with the power of AI

  • Alpha signal generation

    Unique approaches to AI augmentation and how they can result in alpha

  • Implementation

    Balancing velocity, precision, and comprehension to meet desired outcomes

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 ai from all angles

  • Daniel Swiecki

    Head of Current - AI Solutions at Walleye Capital and bring former buyside experience at Maplelane, Balyasny and Andor Capital

  • 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

  • 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

  • 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

  • Andrew Freedman

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

Test AI processes in a controlled environment

An essential part of any process evaluation is A/B testing. Whether your firm is developing workflows for internal tools or evaluating a vendor's platform, a testing environment is essential. Through 5 workflow-focused case studies, you can compare a non-augmented process to an AI-augmented process, isolating variables and promoting hands-on experience with AI tools.

For enterprise engagements, we can customize this experience to make sure it meets compliance standards at your firm.

  • Case Study 1:

    Thesis Development

  • Case Study 2:

    Earnings Season Navigation

  • Case Study 3:

    Thesis Tracking

  • Case Study 4:

    KPI Inflection Monitor

  • Case Study 5:

    Modeling Co-Pilot

EXTENDED TRIAL
VENDOR PARTNERS

Want to learn more?

Contact us to set up a meeting by filling out the form or sending us an email at info@fundamentedge.com