David Plon
Founder of Portrait Analytics and former buy-side investor with experience at Barclays, Slate Path Capital, and Balyasny/BAAL; focuses on applying AI to investment research and workflows.
Top 3 podcasts with David Plon
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190 snips
Feb 5, 2026 • 49min
How Investors are using AI - [Business Breakdowns, EP.240]
David Plon, founder of Portrait Analytics and former buy-side investor, applies AI to investment research and workflows. He discusses AI for portfolio monitoring, pre-buy triage, and templatizing due diligence checks. He covers AI-driven idea generation, writing effective prompts, when to upload documents, and how firms can experiment and adopt AI practically.
68 snips
Sep 3, 2025 • 58min
How AI Tools Are Rapidly Disrupting the Investment Industry | Brett Caughran & David Plon
Join Brett Caughran, founder of the buyside training academy Fundamental Edge, and David Plon, CEO of Portrait Analytics, as they dissect the AI revolution in the investment world. Discover how AI is transforming decision-making and influencing the roles of portfolio managers and analysts. They explore the current state of AI adoption among hedge funds and the importance of clear communication when using AI tools. With insights on the challenges and opportunities AI presents, this conversation is vital for anyone in finance.
54 snips
Sep 3, 2025 • 58min
How AI Tools Are Rapidly Disrupting the Investment Industry | Brett Caughran & David Plon
Brett Caughran, founder of Fundamental Edge, and David Plon, CEO of Portrait Analytics, dive into how AI is transforming the investment industry. They discuss the rapid advancements in AI, likening its impact to that of Microsoft Excel. The importance of human insight remains crucial despite AI's efficiency in enhancing research. They also touch on the challenges of adopting AI tools in traditional funds and stress the need for clear communication with AI to optimize its use in investment strategies.
