How AI Tools Are Rapidly Disrupting the Investment Industry | Brett Caughran & David Plon

Learn more about the new AI Academy from Fundamental Edge: https://www.fundamentedge.com/ai-academy

There’s no shortage of speculation about how AI will reshape the workforce, but one area where no speculation is needed is the investment industry. AI is already rapidly disrupting the way investment professionals conduct fundamental equity research and shifting the competitive landscape for fund managers and talent alike. In this interview with Brett Caughran, founder of buyside training academy Fundamental Edge, and David Plon, co-founder and CEO of AI powered investment research platform Portrait Analytics join OPM to discuss the areas of the investment process where AI can already make an impact, the pitfalls and weaknesses of AI in its current state, how this is changing the job description for both portfolio managers and analysts, and the surprising reality that the first movers of AI adoption

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Timestamps

00:00 Intro

01:25 The Rapid Pace of AI Advancements

07:15 How to Start Adding AI to Your Process

15:00 Thesis Monitoring and the Next Frontiers of AI Investment Research

18:45 Current Level of AI Adoption and First Movers in the Hedge Fund World

23:19 Importance of Clearly Defining Your Investment Process Before Adding AI

26:35 The Role of Specialty Investment Tools

29:49 Custom vs Off-The-Shelf Solutions

38:16 Thoughtful AI Prompting is Key

44:01 Biggest AI Pitfalls to Avoid

48:52 How Has AI Shifted the Competitive Landscape?

54:43 AI Investing Bootcamp