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AI for Investment Research
Welcome to AI Academy
Welcome + 2026 Schedule (234:53)
Week 1
Week 1 Live Instruction 9/15 (206:28)
Supplemental Material
Week 2
Week 2 Live Instruction 9/22 (220:43)
Supplemental Material
Week 3:
Week 3: Live Instruction 9/29 (200:40)
Supplemental Material
Week 4
Week 4: Live Instruction 10/6 (225:31)
Guest Speaker Sessions
Artem Fokin - AI Use in Investment Research (49:43)
Suhas Pai - LLMs for Finance (80:35)
Thomas Li - AI Augmented Modeling (82:12)
Khe Hy - The AI Landscape and Pragmatic Use Cases (99:48)
Andrew Freedman - Lessons from an AI Practitioner (83:39)
Ying Hua – A Look at Institutional AI Adoption (85:51)
Nan Lu - Institutional AI Adoption (84:09)
Nico Christie - AI for Excel (80:44)
Raj Shah - Efficiency Gains and AI Tool Evaluation (71:25)
Jim Falbe - Institutional AI Adoption: Where to Start (81:05)
Jared Kubin - AI's Reshaping of the Investment Process (70:52)
Michael Watson - Data Architecture for Institutional AI (92:55)
Joe O'Donnell - Short Selling with AI (82:08)
Tarun Amasa - Excel Modeling with AI (67:40)
Case Study 1: Thesis Development
Live Session: Case Study + Office Hours (103:21)
Live Session: Office Hours (87:26)
Live Session: Case Debrief + Office Hours (54:36)
Supplemental
Case Study 2: Thesis Tracking
Live Session: Case Study + Office Hours (63:55)
Live Session: Office Hours (85:40)
Case Study 3: Thesis Tracking
Live Session: Office Hours (69:15)
Case Study 4: Modeling Co-Pilot
Live Session: Office Hours (93:09)
Prompts
All prompts
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Ying Hua – A Look at Institutional AI Adoption
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