A gathering of investment leaders advancing the use of AI across research, decision-making, and portfolio management.
Sept 17th | 5:00 - 8:30 PM | AlphaSense HQ
AI is moving from experimentation into the core investment process.
From investment research and idea generation to decision-making and portfolio management, firms are determining where AI can create meaningful advantage.
The AI in Investing Forum brings together the professionals leading that transition for candid conversations about what is working, where the opportunities are, and how AI is changing the modern investment process.
Join 150 carefully selected investment professionals for an evening of practical insights, thoughtful discussion, and valuable connections.
Featured Sessions
Brett Caughran
Founder, Fundamental Edge
A former hedge fund analyst and portfolio manager with more than 13 years of buy-side experience, Brett will open the forum with his perspective on where AI is creating practical value across investment research and decision-making.
Jack Kokko
CEO, AlphaSense
Jack will discuss how AI is changing the way investment professionals find, synthesize, and act on market intelligence, along with what the next generation of AI-powered research may look like.
Speaker Name
Title, Freestone Grove
This conversation will explore how Freestone Grove is approaching AI, where the firm sees opportunities to create value, and the practical considerations involved in moving from experimentation to implementation.
Rich Falk-Wallace
CEO, Arcana
Rich will examine how AI can support portfolio monitoring, investment decision-making, and the management of increasingly complex information across the investment process.
How it Works
Request an invitation
Complete the short registration form with your professional information and interest in attending the AI in Investing Forum.
Receive your confirmation
Registrations are reviewed on a rolling basis. Selected guests will receive a confirmation email with their official invitation and event details.
Join us at AlphaSense HQ
Meet us on September 17 at 5:00 PM for featured conversations, practical insights, cocktails, and a private investor mixer.
The most valuable conversations happen when the right people are in the room. Request an invitation to join 150 investment leaders exploring how AI is reshaping research, decision-making, and portfolio management.
Frequently Asked Questions
Who is the AI in Investing Forum designed for?
The forum is designed for investment professionals, including portfolio managers, analysts, CIOs, research leaders, institutional allocators, and data or AI professionals working within investment organizations. The conversations will be most relevant for attendees with an established understanding of the investment process.
Is there a cost to attend?
No. The AI in Investing Forum is complimentary for approved guests. Attendance is limited to 150 carefully selected investment professionals.
Does submitting the registration form confirm my attendance?
No. Submitting the form is a request for an invitation. Our team will review registrations on a rolling basis, and selected guests will receive a separate confirmation email with their official invitation and event details.
How are invitations selected?
Invitations are selected based on professional background, experience, and relevance to the event. The audience is being carefully curated to create valuable conversations among professionals working at the intersection of AI and investing.
When and where will the event take place?
The forum will take place on September 17 from 5:00 to 8:30 PM at AlphaSense HQ. Approved guests will receive the complete address and arrival instructions in their confirmation email.
What should I expect during the evening?
Doors will open at 5:00 PM for arrival and cocktails. Featured conversations will run from 5:30 to 7:30 PM, followed by a private investor mixer until 8:30 PM.
Can vendors and service providers attend?
The forum is primarily curated for investors and professionals working directly within the investment process. Attendance for vendors and service providers will be highly limited and considered based on their relevance to the event.
Can I bring a colleague or guest?
Invitations are issued individually. Colleagues or guests who would like to attend must submit their own invitation request for consideration.
What if I am confirmed but can no longer attend?
Please let our team know as soon as possible so your place can be offered to another qualified guest. Invitations cannot be transferred without prior approval.