Leverage AI to generate alpha and streamline workflows

AI can’t replace your process, but you can use the tools at your disposal to enhance your process. Learn more about how you can utilize AI to supplement your investment workflows.

Price: $1850 for 6-month program

Why should you care about AI?

The investment process requires rigor, confidence, and accurate data. By themselves, general LLM’s (such as ChatGPT) fail to clear these hurdles with consistency, leaving them useless for most investment workflows.

As the AI landscape evolves, specialized models continue to arise. AI for investment research is now a multi-billion dollar industry, with new platforms built for modeling, querying, monitoring, and idea generation. These tools certainly cannot replace all of your workflows, but when deployed with thoughtfulness and care, many of them can reduce time spent and deepen your research

Analysts who know how to harness AI, not as a shortcut, but as a force multiplier, will outpace those who don’t. Join us as we explore some of the leaders in AI for investment research, evaluating these tools through case studies and real-world applications.

WHAT YOU’LL LEARN

This course goes much deeper than just prompting tricks: It’s about increasing idea velocity and generating differentiated insights. Through this 6-month program, you’ll take a deep dive into how AI can be used to augment your entire investment process.

Discover the fundamentals of AI augmentation and first principles for artificial intelligence
Develop prompt structures that are fine-tuned for your investment research process
Deconstruct your workflow into its key components and analyze where AI can be deployed
Extract better insights from existing data and use AI to foster deeper comprehension
Know which tools and models have the best use case for any given task
Increase confidence in your findings by screening for hallucinations and validating data

WHY THIS PROGRAM?

This program is built by public equity professionals, for public equity professionals. You will discover how to generate differentiated insights beyond surface-level queries, learning:

How top firms are (and aren’t) integrating AI into fundamental workflows
Which AI tools you can add to your toolkit
When to deploy AI to increase research depth and rigor
How to apply your findings through real-world case studies guided by hedge fund veterans

THE TEAM

BRETT CAUGHRAN

Head Trainer

Brett brings 13 years 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 600 buy-side analysts through Analyst Academy and has designed and delivered numerous custom analyst training programs.

KRIS BENNATTI

Instructor

Kris is the CEO and Founder of Hudson Labs, a cutting-edge NLP data provider. A former SEC enforcement accountant and software engineer, she teaches students how to break down financial language and extract signal using modern tools.

DAVID PLON

Instructor

David is a Partner at an NYC-based long/short equity fund and previously worked at Trian Partners. He specializes in fundamental idea generation and teaches students how to improve both speed and rigor in the research process.

HOW THE PROGRAM WORKS
      MONTH 1: LIVE TRAINING
      • 4 weekly Zoom sessions (2–3 hours)

      • Facilitated by AI experts and hedge fund vets

      • Establish frameworks and design workflows
    
      MONTHS 2–6: PRACTICUM
      • Engage in hands-on projects to test workflows

      • Access to extended vendor trials for AI tools

      • Guest speaker sessions with investors and AI pioneers
    
      CAPSTONE & CERTIFICATION
      • Final capstone project

      • Demonstrate real-world AI augmentation

      • Earn your AI-Augmented Analyst certificate

THE FOUR PILLARS OF AI-AUGMENTED RESEARCH
      WORKFLOW FIRST
      AI creates real value only when it’s embedded in your research process. Identify high-friction workflows and recast them to utilize AI without compromising rigor.
    
      DEEPER COMPREHENSION
      Learn how AI can help you extract signal from noise, connect disparate data points, and develop differentiated views faster than ever.
    
      RIGHT TOOL, RIGHT TASK
      Not all tools are created equal. We’ll help you evaluate, stack, and deploy the right AI platforms based on the task at hand.
    
      CONTEXT AND VERIFICATION
      Your capital is too valuable to leave in the hands of an AI. Learn systematic methods of validating data and detecting hallucinations.

READY TO TAKE THE NEXT STEP?

Join hundreds of equity analysts already using AI to future-proof their research process. Enroll now – space is limited.

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