February 4, 2025
Generative AI In Investment Management Conference
GAIIM 2025 brings together investors, innovators, and industry leaders to examine how generative AI is reshaping the future of fundamental investing.
Live at Columbia University + Virtual Access | September 30, 2025 | 9 AM – 5 PM
Shaping the Future with Artificial Intelligence
Why You Should Join?
Expert Insights That Matter
A full-day forum featuring leading voices from fundamental investing and fintech, sharing real-world applications and best practices for Gen AI in investment research, portfolio management, and more.
Hands-On with 20+ AI Tools
A unique opportunity to test-drive over 20 cutting-edge Gen AI tools built specifically for fundamental investors, from idea generation to valuation and reporting.
Curated Networking at the Cutting Edge
Meet and build relationships with top PMs, analysts, data scientists, founders, and allocators pioneering Gen AI in asset management.
Join Leading Experts. Register Today!
Preliminary Agenda
Event Sessions
9:00 AM – Conference Opening and Keynote
Session 0: Keynote Speech
9:30 AM – Early-Morning Sessions
Session 1: Gen AI Landscape Over the Next 18 Months
Existing market solutions, what investment firms are doing, and what’s to come in terms of technology, business capabilities and their maturity.
Session 2: Fireside Chat with Peter Peterson, CTO, Causeway Capital
Evolution in the use of GenAI over time
Current and planned use cases
Build vs. Buy: Key consideration for the approach taken so far.
The impact on the organization and analyst capabilities
Thoughts on upcoming regulation and compliance around GenAI?
Discussion on data privacy
Change in data conversations in the company as the funds implement LLMs
10:00 AM – Morning Break
10:30 AM – Morning Mini-Sessions
Session 3: Lessons Learned: Buy vs. Build vs. Hybrid decisions
Session 4: Solution Provider Insight: Challenges and successes from the trenches.
12:00 PM – Lunch Break
13:00 PM – Early-Afternoon Discussions
Taking the Performance to the Next Level:
Session 5: Transition from ChatGPT to Agents workflows
Session 6: Discussion with Quantly, PineGap, TenzingMEMO, among others on evolving from simple Q&A solutions to automated investment research
14:30 PM – Afternoon Break
15:00 PM – Data and Implementation Discussions
Session 7: GenAI Data Capabilities Game
Discussion with DataBento, Hudson Labs, AlphaSense, among others on data sourcing, structuring, digestion to aid analysts with alpha discovery.
Session 8: Change Management & Scaling
Discussion on the burning platform and transformation needs, with McKinsey and Accenture, among others.
Scaling AI initiatives and driving organization-wide adoption
16:00 PM – Fireside Chat and Closing Remarks
Session 9: Developing a roadmap for success
AI & The Next Frontier In Investment Research
Meet Our Speakers
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Pete PetersenCTO, Causeway Capital Management LLC -
Ehsan EhsaniAdjunct Professor, Columbia Business School -
Margaret JastrebskiSVP, Product and Design, AlphaSense -
Kian GhaziCEO, Hawkshaw, LLC -
George HoManaging Member, NIV Asset Management LLC -
Bill MannManaging Partner, HarmoniQ Insights -
Vlad StanevCEO, Quantly -
Joshua PantonyCEO, Boosted.ai -
David PlonCEO, Portrait Analytics -
Ankit VarmaniCo-Founder, PineGap.ai -
Sarah HoffmanDirector of Research, AI, AlphaSense -
Tom SaberhagenCo-Founder, Tenzing MEMO -
Kris BennattiCEO, Hudson Labs -
Dave WangAI Research Fellow, Harvard University -
Richard SongCEO, Rivanna AI
CEO, Portrait Analytics
David Plon
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially
David Plon
CEO, Portrait Analytics
Co-Founder, Tenzing MEMO
Tom Saberhagen
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially
Tom Saberhagen
Co-Founder, Tenzing MEMO
CEO, Hawkshaw, LLC
Kian Ghazi
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially
Kian Ghazi
CEO, Hawkshaw, LLC
CEO, Hudson Labs
Kris Bennatti
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially
Kris Bennatti
CEO, Hudson Labs
CEO, Quantly
Vlad Stanev
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially
Vlad Stanev
CEO, Quantly
CEO, Boosted.ai
Joshua Pantony
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially
Joshua Pantony
CEO, Boosted.ai
Join us for an incredible AI event
September 30, 2025
Alfred J. Lerner Hall, Columbia University, New York, NY
Event Sponsors
Supported by Leaders and Strategic Partners in AI and Finance
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Ticket Options
Explore how AI is reshaping fundamental investing and creating new opportunities for enhancing the end-to-end investment research process.
Virtual Access Pass
$250
What's Included:
- Live streaming of all mainstage sessions
- Full access to the GAIM 2025 event app
- Video on demand for post-event viewing
- Trial digital access to select AI solutions
Standard Admission
$600
What's Included:
- In-person access to event programming
- Breakfast, lunch, and refreshment breaks
- Face-to-face networking opportunities
- Access to AI solution provider booths
All Access Pass
$1000
What's Included:
- Everything included in standard pass
- Live streaming plus on-demand access
- Reserved VIP seating in key sessions
- Networking opportunity with speakers
- Exclusive GAIIM VIP Tote Filled with Curated Swag
Frequently Asked Questions
Who should attend GAIIM 2025?
The event is designed for fundamental investors, fund managers, CTOs, AI researchers, business leaders, entrepreneurs, students, and anyone interested in the current leading practices and generative AI solutions in investment management and how they can transform the research and portfolio management processes.
How do I register for the conference?
You can register online through our official website
What ticket options are available?
We offer several ticket options, including Virtual Access Pass, Standard Admission, and All Access Pass.
Are there discounts for students or groups?
Yes! We offer discounted student rates and a 20% discount for groups of 5 or more. Please contact us for details.
Are there networking opportunities?
Absolutely! All participants will have access to the event app which allows members to contact each other and set up meetings. Additionally, the Standard Admission and All Access Pass offer in-person networking opportunities.
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