David Wright

David Wright, Head of Quantitative Investing at Pictet Asset Management, specializes in machine learning for investment strategies. He discusses how AI and machine learning enhance stock forecasting with features and decision trees. David contrasts machine learning with large language models, highlighting the importance of interpretability. He explains the role of human judgment in portfolio management and the necessity of robust data selection. Ultimately, he shares insights on feature construction, preventing overfitting, and the ideal investment horizons for machine learning.

David Wright, Head of Quantitative Investments at Pictet Asset Management, is a seasoned quant who leads AI‑driven, factor‑based strategies. He discusses the evolution of quant investing and how machine learning blends with traditional factors. Conversations cover model construction, signal conditioning, human roles versus ML, horizons where AI helps most, and guarding against data‑mining and signal decay.