AI is transforming investment workflows. Are you keeping up?
AI Accelerator is a 6-month guided course for fundamental investors seeking to embed agents into their workflows alongside a cohort of serious investment practitioners
Investors who aren't augmenting their process with AI are already falling behind in:
AI Accelerator.
A 6-month program for institutional investors ready to go beyond theory and build your own agentic workflow.
The 6-Month Arc
Each session opens with a digital workflow assignment, runs a live 90-minute lab, and closes with a guest speaker and Q&A. The arc moves from foundations, through five workflow builds, to a capstone implementation seminar where the pieces come together as a single agentic process.
Seminar
Office Hours
Inside the Cohort
Five components designed to compound over six months; a live foundations session, a stack of self-paced curriculum, monthly hands-on workflow labs, monthly guest speakers, and a final implementation seminar that ties the discrete pieces into a coherent agentic operating layer.
- Vocabulary, three-layer cake, six workflow properties.
- Process map: where agents fit in the investment process.
- Cohort orientation and the program roadmap.
- First-principles primer on AI for fundamental investors.
- Tour of the agentic tooling stack: Claude, Cursor, Computer.
- Reference library, accessible for the full six months.
- Each month: digital assignment, then 90-minute live lab.
- Workflow decomposition, Skills.md files, customization.
- Concrete outputs: every lab leaves working artifacts.
- Vendors, builders, and AI leads from buy-side firms.
- Standing Zoom office hours with Brett between labs.
- Question drop-box for asynchronous support.
- Discrete workflows → a coherent operating layer.
- Skills.md library architecture and governance.
- First-90-days post-cohort implementation roadmap.
FE delivers workflow decomposition and Skills.md.
Cohort builds their version; share progress in channel.
90-min Zoom: implement, debug, iterate together.
Practitioner deep dive; standing Q&A with Brett.
Led by
Brett Caughran
Brett Caughran is a former hedge fund analyst and portfolio manager with 13+ years on the buy side at Maverick Capital, D.E. Shaw, Citadel, and Schonfeld. He built Fundamental Edge to teach the frameworks he used to evaluate businesses and manage risk with real capital, with the goal of providing the type of instruction he wishes he had during his career on the buyside.
Brett's approach towards AI in the investment process is founded on the core principle that AI cannot fix a broken process, but it can be used to enhance a well-founded process.
Andrew Carr
Andrew brings ~7 years of buy-side experience at Balyasny, ExodusPoint, and Strycker View Capital. In addition to his experience in the seat, Andrew has logged hundreds of hours since 2020 coaching students and institutional investors at long-only and single/multi-manager investment firms.
At Fundamental Edge, Andrew continues to provide personalized coaching and guidance to our world-class clients.
Khe Hy
Former Managing Director at BlackRock overseeing hedge fund research. Founder of RadReads and expert in AI-driven workflow design.
Founder of Latour AI where he is actively training fundamental investing firms on the implementation of AI tools including Claude Code, Claude CoWork and others.
How it Works
Enroll and get up to speed
You can enroll in AI Accelerator at any time and get immediate access to all of the pre-recorded foundational content.
Develop and refine your process
Work through the monthly live labs, guest speakers, and office hours to build your own AI-augmented workflows.
Implement and apply
Use what you've learned in the course to construct a coherent operating layer for your investment process.
Pricing
Full cohort access for one seat.
- Self-paced pre-recorded content
- Live seminars & workflow labs
- Office hours and guest speakers
- Skills files and additional materials
Develop an AI-augmented process for your entire team. Custom pricing for groups of 3+.
- Everything in Individual Access
- Group pricing and consolidated billing
- Enterprise/team level implementation plan
- Optional tailored sessions for your team
Investors who don't adapt to new technology get left behind. If you see change as an opportunity rather than a threat, join AI Accelerator and build a process that puts you ahead.
Frequently Asked Questions
Who is AI Accelerator designed for?
AI Accelerator is built for institutional investors who are ready to incorporate AI into their workflows. This is not an intro to investing or an intro to AI. This program will be most effective if you have an established investment process upon which you can layer agentic workflows.
Do I need a technical background to participate?
No. You will need access to an agentic workspace such as Claude, Cursor, or similar, but you do not need prerequisite knowledge to participate.
What if I miss a live session?
Although the live sessions are designed to be high-impact, attendance is not mandatory. All live sessions will be recorded and posted within 24 hours for those who cannot make it live.
How much time will this take each month?
For maximum efficacy, plan to set aside roughly 3 hours of time each month to attend the live sessions or view the recordings, plus 2–3 hours of time on self-paced discovery.
When can I join the program?
You can join the program at any time and get immediate access to all pre-recorded material. Regardless of when you join, you will have access to the foundational seminar plus the next 5 months of workflow labs.
Can my firm pay for this?
Many of our students are able to attend our programs via funds from their firm's training budget. If you require any assistance in requesting funding from your firm, email us at info@fundamentedge.com.