Rewriting the Research Playbook: How AI & Expert Calls Are Transforming Fundamental Investing

Watch this exclusive session on the two biggest shifts in investment research—expert call libraries and generative AI.

Andrew and Artem share real-world examples of how these tools are transforming workflows—enhancing idea generation, accelerating conviction, and surfacing insights that traditional methods often miss.

Topics include:

• Expert Intelligence, On Demand: How searchable expert transcript libraries and custom calls are reshaping primary research—giving investors faster access to sector insights and firsthand perspectives.
• AI-Driven Research at Scale: How generative AI tools like Deep Research and Gen Grid are accelerating analysis, surfacing differentiated viewpoints, and enabling more creative investment workflows.
• Human Judgment Meets Machine Intelligence: How top investors are integrating AI and expert insights into their process—while maintaining discipline, rigor, and sound investment frameworks.

Whether you’re an analyst, PM, or research lead, this is your roadmap to the future of investment research—and staying ahead of the curve.