Generative AI In Investment Management Conference

Why Attend?

Generative AI is transforming the fundamental investment management landscape, from idea generation to research workflows and data analysis to routine workflow automation and decision-making and portfolio and risk management. This one-day conference brings together hedge fund analysts and portfolio managers, technology vendors, consultants, and thought leaders to explore real-world applications, discuss lessons learned and opportunities, and network with professionals at the intersection of AI and investing.

Whether you’re piloting tools, building internal capabilities, exploring how to take your research process capability to the next level, or evaluating your strategy, this is the definitive event for actionable insights and meaningful connections.

Target Audience and Outreach

•Analysts and portfolio managers in value-oriented, long/short equity, fundamental hedge funds, public and private funds, management consultants, and investment banks. 

•Technology professionals are serving in the said financial institutions, CTOs, and AI solution providers.

•AI platform solution providers expected to attend include: Quantly, Boosted.ai, TenzingMEMO, OpenBB, Drift.ai, PinGap, HarmoniQ Insights, Daloopa, and Speech Craft Analytics, with others, such as AlphaSense, currently in discussion. 

•Go-to-market strategy includes social media promotion via value investing newsletters like Value Hedgehog, outreach to Columbia and Wharton alumni, Heilbrunn-affiliated faculty, and offering performance marketing fees (approximately $50 per referral) through newsletters and targeted social channels.

•Lerner Hall has a flexible layout with a capacity of ~1,500. The current attendance estimate is 250 participants.