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
Session 0: Welcome Speech and Overview of the Agenda
9:10 AM – Early-Morning Sessions
Session 1: 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
10:15 AM – Morning Panel Discussion
Session 2: Extracting Value – How AI Platforms Are Changing Investment Management
Session 3: The Future of AI-Driven Market Intelligence in Investment Management (AlphaSense)
12:00 PM – Lunch Break
13:00 PM – Early-Afternoon Discussions
Session 4: Panel Discussion – AI Investment Workflows – Achieving Real ROI
Session 5: Evolving from simple Q&A solutions to automated investment research (Finster AI)
15:00 PM – Afternoon Break
15:30 PM – Data and Implementation Discussions
Session 6: GenAI In Production
A case study with Quantly and Causway Capital, a $60B+ fund utilizing AI in investment process
16:15 PM – Closing Remarks
Session 7: Reflections and Charting the Path Forward
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 -
Sid JayakumarFounder and CEO, Finster AI -
Thomas LiCEO, Daloopa -
David PlonCEO, Portrait Analytics -
Tom SaberhagenCo-Founder, Tenzing MEMO -
Debby GoanOperating Partner, HarmoniQ Insights -
Sarah HoffmanDirector of Research, AI, AlphaSense -
Kris BennattiCEO, Hudson Labs -
Nicole DeeExecutive Director, Hawkshaw Research -
Ankit VarmaniCo-Founder, PineGap.ai -
Bill MannManaging Partner, HarmoniQ Insights -
Vlad StanevCEO, Quantly -
Alik SokolovCEO, Sibli -
Joshua PantonyCEO, Boosted.ai -
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.
Are tickets to the event refundable?
Tickets to GAIIM 2025 are non-refundable. However, we can change the name on the passes up until 72 hours prior to the start of the event.
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