THE CUTTING EDGE
EXPLORING THE FRONTIER OF INVESTMENT RESEARCH WEBINAR SERIES
ai tools in the investment process
Join Fundamental Edge & Guest Speakers, in discussing the deployment of AI tools in the fundamental investment research industry. We will explore how leading investors deploy AI tools in the investment process.
Speakers: Brett Caughran and Gabriel Stengel
Episode 001
Gabe is the CEO and Co-Founder of Rogo, a secure, enterprise-ready AI platform for investment banks and private equity investors — making firms smarter, uncovering deal-winning insights, and automating core workflows.
Gabe will explore how leading investors are deploying AI tools in the investment process and walk through an AI-powered earnings preview approach.
Speakers: Brett Caughran and David Plon
Episode 002
David is the CEO and Co-Founder of Portrait Analytics, a platform to help you generate and research high-conviction investment ideas time-efficiently. A stock nerd like us, David was a fundamental investor at Slate Path Capital and The Baupost Group before founding Portrait.
David will offer some advice on prompting an LLM for the investment process and show us how to use AI tools in idea generation.
Speakers: Brett Caughran and Jim Falbe
Episode 003
We have heard from two builders in the AI space, and now we will shift sides of the table and hear from Jim Falbe.
Jim has been exploring the use of AI in the fundamental investing process for nearly a decade, first at Vulcan Value Partners and more recently at his own firm, Saguaro Capital Management.
Jim will share his learnings from his journey and will be joined by the leader of his internal AI effort with Q&A.
Speakers: Brett Caughran and Thomas Li
Episode 004
Join us for Episode 4 with Thomas Li from Daloopa. Thomas is the co-founder of Daloopa, which is described as an AI copilot for financial institution infrastructure. Thomas has been in the buy-side trenches, including experience as an analyst at Point 72.
Can AI transform the core of fundamental investing? Join Brett and Thomas Li in a discussion on AI and financial modeling.
Speakers: Brett Caughran and Kris Bennatti
Episode 005
Join Fundamental Edge and Kris Bennatti, CEO & Co-Founder of Hudson Labs, as we discuss how AI-driven solutions are transforming equity research workflows. With expertise in forensic analytics and financial AI, Kris will share knowledge drawn from her work with asset managers, insurers, and corporate law firms.
THE INFORMATION PRESENTED IN THESE WEBINARS SHOULD NOT BE CONSTRUED AS INVESTMENT ADVICE. NO OPINIONS ARE EXPRESSED OR IMPLIED REGARDING THE FUTURE TRADING PRICES OF ANY SECURITIES OR FINANCIAL INSTRUMENTS. INVESTORS SHOULD CONDUCT THEIR OWN THOROUGH DUE DILIGENCE ON ANY COMPANY OR INVESTMENT OPPORTUNITY DISCUSSED HEREIN, INCLUDING BUT NOT LIMITED TO REVIEWING PUBLICLY AVAILABLE INFORMATION AND CONSULTING WITH QUALIFIED FINANCIAL ADVISORS.