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Date: Thursday, June 25th
Time: 12 pm ET | 9 am PT | 5 pm BST
Cut through the AI hype. In this session, our expert panel breaks down the modern AI landscape — from horizontal giants like OpenAI and Claude to emerging agentic workflows and specialized financial intelligence platforms.
Learn exactly where these tools fit, what top investors are actually using, and how to build a high-leverage research workflow that scales your judgment instead of replacing it.
Key Takeaways:
- A practical framework for evaluating OpenAI, Claude for Finance, and specialized investment AI tools against real research workflows
- Clarity on where horizontal AI, MCP connectors, and agentic workflows add value, and where domain-specific platforms become essential
- Practical examples of how investors are combining general AI models with finance-specific intelligence tools for idea generation